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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 3:59 PM EST

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To: Jason W who wrote (18626)1/25/2001 10:00:54 PM
From: Zeev Hed  Read Replies (1) of 60323
 
Thanks you for the nice words. My "predictions" and "prognostications" are all IMTO (In my turnips' opinion), namely, more or less educated guesses, based on both technical and fundamental data, but, nevertheless, nothing more than guesses, like everyone else here. And, like everyone else here, I have my share of big "gaffes", like staying in PMCS, and having my head handed to me tonight (just as big a massacre as SNDK last night ). It is too cumbersome to every single time state, "my uneducated guess is...", one should understand from the text whether what say is a statement of fact or a guess.

As for the weight you may want to or not to put on such guesses, it simply takes time, and a warning, for some reasons "threadsters are very generous and remember much more of the "right calls" than the "bad calls", I am not keeping a catalogue of either. As for my background, nothing in it indicates that I have special "qualifications" to provide the analysis I do. As for experience, I have retired from corporate America in 1985, and while I have been following and trading the markets on and off since the disastrous late 60' early seventies, I have had much more time for that passion in the last five years (unfortunately, never enough time, since I am blessed with quite a number of additional passions).

My advice is, read what I say, I try to rationalize my positions as much as I can, then you can either agree or even fortify my argument or present another side which I have missed. I think that last October, after the last release, we had a healthy exchange on this thread of exactly that type, and most of it was quite to the point. The thread did not agree with my point of view, but that is quite difficult when one realizes that a specific thread is often populated by investor in the stock which often prefer to see the brighter sides of the picture. It is rare to see someone saying (as I said yesterday) "I think it might make sense to sell."

Good luck out there.

Zeev

Zeev
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