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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Mark Adams who wrote (67616)2/14/2001 1:15:23 PM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
<<K winter is bad. I look at each position, and ask myself, how bad will I be hurt if it goes to zero? Then I hope the don't all go to zero...>>

Ignore Luc. The AMAT bounce trade was a good idea (much like the Sicko bounce trade last week). Just don't think of holding ANYTHING 5 years in this environment, especially tech. The whole idea of tech being awarded a PEG premium relative to the market is absurd, nothing traditionally has shorter product cycles and therefore less visibility as to earnings over 18 months out (not to mention new disruptive technologies threatening to take out businesses and even whole sectors entirely at every turn).
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