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Technology Stocks : McData (MCDT)

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To: Sir Auric Goldfinger who wrote (187)3/3/2001 11:52:09 PM
From: Gus  Read Replies (2) of 234
 
There you go again trying to change the topic because you can't finish what you start. Don't you get tired of always shooting your wad into your own cavernous mouth too early?

You screamed irrationally that fundamentals don't matter because it's all about supply and demand then when I prove to you that you're behaving in the same eeire fashion as the rising tide genuises that you despise -- now how's that for a public and pathetic display of self-hatred? LOL
-- you try to drop hints that you know how to read discounted cash flows and historical valuations in a desperate attempt to prop up your crumbling persona.

You're apparently too stupid to realize that you just contradicted yourself again and proved my point. LOL. When you read the financial statements of any tech stock in a vacuum with a disdain for supply line analysis, you're effectively reading them upside down in the dark while you're trying to lick your behind just because you think no one is looking. You probably like like the taste, you blabbering idiot! LOL. No wonder you're so bitter.

The reason many real world longs and shorts scrutinize the supply lines is that signs of order book adjustments show up there first before it hits the financial statements, which contain a record of the past and are therefore lagging records.

The reason many real world longs and shorts constantly scrutinize the business models revealed in the financial statements of technology companies is to develop and constantly refine a fine-grained sense of proportion of how major order book adjustments will ultimately make its way through the different supply lines in different parts of the world.

If you don't even understand this basic point and you are screaming about how fundamentals don't matter and that it's all about supply and demand then you're the type of idiot drawn to rigid and mechanical investing systems that try to predict what are essentially rolls of the dice. The fact of the matter is that is an investing strategy like that is doomed to fail.

The reason that many real world longs and shorts are beginning to use the cyclical valuation model (early stage to late stage) as the basis for their accumulation and selling strategies regarding tech stocks, is that different target markets (corporate, consumer) are beginning to buy different types of technology according to an increasingly modular schedule depending on the economic cycle.

But all that is way above the pinhead of a hysterical drama queen like you parroting old wives talk about financial armageddon that doesn't match today's velocity of information and capital.

Furthermore, you're too stupid to even realize that people can actually watch your pea-sized brain work in super slow motion and see through your empty boasts to find the total bankruptcy of your character.

Face it, chump. The reason you will always be a trader toy and keep on giving back whatever nickels and dimes you make off hot stock tips time and time again is that you have bad genes, poor breeding, a terminal case of acne and extemely weak fundamentals.

And what is this 'we' thing, dammnit? Since when did all your multiple personalites dispense with the shape of the table debate and conduct a secret ballot appointing a spineless and hapless lowlife like you to be their official spokesman?

Grow up!
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