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To: Cogito who wrote (6943)	1/30/1999 2:02:00 PM
From: David S.	Read Replies (2) of 10072

Zead, Don't be so generous with Ken. "Investment Style" as you put it is not like clothing - different strokes for different folks. Investment style has to work, otherwise it's not a style, just stupidity. This is not to say Ken is stupid, although some might wisely agree with that assessment. Persistent negativity, is more an emotional state than an economic strategy. My investment style has a negative tone to it of a different sort. I wait to buy good companies when they have temporary bad news, or when the market brings them down because of the market forces rather than the fundamentals. In other words, bargain hunting at times of market panic or uncertainty. But that is an investment style - and by the way, it works. More or less Warren Buffet, but in tech stocks - which I know. Regards, David S. INTC DELL HD KO WCOM LU BAC IOM AWEB

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