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Technology Stocks : My Daddy can beat your Daddy up!(MDYD)
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To: Jimmy Lin who wrote (3)11/13/1997 6:03:00 AM
From: Jerry String   of 40
 
My reply:
<<<< Ball-less Jimmy and happy about it. >>
I don't think you are happy. You leave a lot out of your message. When you have balls, you will take the other side of my trade as I have done with your long position and made big money on my HMTT short. You are now getting crushed after you called for it to immediately to be going to the mid- twenties.

I have never made such statements about ARSW. Like Buffett, whom you like to refer to, I hold quality companies. Go check INTC. If Mr. Market tells me that I can pay less money for the stock than I pay less money for the same quality. I don't tell you that it is going straight to the moon like you do on HMTT. I know that the market will knock this stock around and afford me a cheaper price. I am confident of the fundamentals.

<<Trading is the name of the game.>>
Wake up, no-balls, Mr. Odd-lot. The way to make money is to take a manly position in quality and let time take its course. That "portfolio" you emailed me is loaded with financially weak stocks and is getting killed for a good reason. I'm happy to see that you are keeping up the image by selecting one or two that have held up recently. (I'll post later about that tattered "portfolio" and it's "performance" in the last week).

PS: Regarding quality, I see your top pick ESST is really the smokin' stock of the '90s. What is it now????? About 10.5 when it was trading in the 30's earlier this year. Re-check your fundamentals dude. Mr. Market knows the lack of fundamentals on ESST as opposed to ARSW. Do some research and maybe you will keep your 100 shares from breaking your back.
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