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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Annette who wrote (17850)11/19/2000 9:13:44 PM
From: Voltaire  Read Replies (2) of 65232
 
I learned a lot about INTC when they basically sandbagged their earnings report. They have carried this over to the P-4. You can't blame them because of the competitive nature of the business. Still stunned how most Fudsters and Left brains cannot see what is happening right before their eyes including Mfgs. like Micron, AMD. More amazed at how FEAR over rides Logic and Faith. I have seen more people change their minds about RMBS on the reading of one or two biased articles and yet when Michael dell comes out and talks about it's potential and how much Dell thinks of it's future, the LEFT BRAIN only remembers the FUD it read.

Vster shakes his head as he sees trucks backing up to the loading docks at IBM, DELL, CPQ, GTW and HP.

How many miles, how many miles?

Buy what all competitors hate - Too logical I guess.

Vster wondering if he has too much Right Brain matter if any at all.
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