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Technology Stocks : CRUS, good buy?
CRUS 123.28-0.9%Jan 15 3:59 PM EST

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To: Mark Reier who wrote (5047)2/18/1998 11:55:00 PM
From: john dodson  Read Replies (1) of 8193
 
Mark,

Hey, nothing personal here or in my 1st note, honestly! My 2 points were (and are):

1. Just because Mr. Teo buys CRUS, in and of itself should not motivate someone to take a position in CRUS one way or the other. The man is obviously big time, and hence has different factors to consider than the average small investor. Merely following his buying patterns borders on reckless speculation. Has Mr. Teo actually publicly announced that he thinks CRUS is a good investment for typical investors? I'd bet there are factors motivating his purchase of CRUS that we don't know about and would not affect our decision to purchase/sell CRUS.

2. Again, what does your "knowing him" have to do with anything if you cannot base any insights or investment decisions w.r.t. CRUS?

Again, I am not trying to be critical. To the contrary, I'm just attempting to clarify the situation with your claim to know Mr. Teo. On the ASND thread, there's this joker who's always saying he knows stuff that will drive up ASND, but cannot share details or sources. Well, w/o knowing him or you personally, how can the SI thread benefit from such info?

Please do not stop posting. That was/is not my intent. BTW, do you have a position in CRUS? I do, and I believe it is pretty cheap by historical measures right now, but there are lots of risks as well.

Good Trading,

John Dodson
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