Agreed
The fed got what it wanted, although GreenSpan was much better than the old antediluvian inflation Hawks of the Fed like Meyer.
What a total massacre the Year 2000 has been, although I haver done better than most:
- dodged the Intel bullet
- dodged the Microsoft bullet at 70% (only, too bad)
- dodged the dell bullet
- invested in sun & emc which have kept their value better than the others.
- invested in NTAP , so I am up
- stayed in qcom, so I am down, massively
- bought PMCS near the high, and Broadcom (less) as well, so now down on both.
- down pretty bad on JDSU
- lost money on AOL when it announced it merger hell
All in all, a very bad year, but it could have been much much worse
tell that to Amazon, AOL, or other inut holders, as well as
older-era companies like intel, dell, microsoft and especially crappy old IBM..
Take care
Welcome back Lynn (and yaacov , keep on posting)
Jean |
