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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: kemble s. matter who wrote (27627)1/14/1998 4:44:00 PM
From: James L. Fleckenstein  Read Replies (2) of 176387
 
Kemble, fair enough! Making money to stay off ladders and play with the kids is the American Dream. Wouldn't knock it. I think the thing that is inaccurate about perceiving Bill as "negative" is that he made a lot of money in the japanese market in the 80s, where excessive valuations lead the markets and economy into the bucket. Having profited financially from that debacle and seeing similar signs in the country where your, his and my kids live, makes him concerned. To construe this as "negative" is overly judgemental in my opinion when in fact it is a world view that is based on experience, pain and concern. Maybe it is not in agreement with yours and maybe it decries some of the institutions that made you money. So be it. Anyway, he has a regular column that may be of interest, if for Contrarian viewpoint, if nothing else. www. stocksite. com.
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