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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: dwight vickers who wrote (22042)5/15/1998 3:49:00 PM
From: EPS  Read Replies (3) of 42771
 
(OFF TOPIC)

Dwight,

So you may enjoy short term making fun of metals investors, but I suspect that
before too long value will win out again, as it always does.

The only person making fun and offending people is
Paul. The record is for all to see.

I enjoy exchanging ideas with people that think
differently than I do. That is what makes a market!
BTW I truly appreciate your posts.

But I am not interested in pissing contests or exchanging
*bubblegum* (I have no idea what Paul is referring to...??)

I am not bashing. I have some Gold investments (e.g.
DROORY, RANGY) Aluminum (e.g. KLU, MXM) etc. But mostly
as a hedge to my portfolio. I have done well with
them as I bough when Gold was recently at 280. If Gold
goes up by 15% I expect to triple my investment.
Funds in Gold are probably doing well specially
those shorting the market. {When the Asia crisis resolves
commodities will go up substantially IMHO)

Yes, I believe in cycles. If you play cycles you better
have reasonable timing or patience. For example I would
not like to be selling DELL or MSFT short right now
as someone suggested. That is RISKY! Buying Gold seems
like an OK idea but is not earth shattering, in my opinion,
unless in the right issues. We could go lower.

The bet NOVL vs GOLD is on?

Sincerely

Victor Danti
Manhattan, NY
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