Tom,
What makes you think that it is the aswer to the question "when will
SRAM supply meet demand" that will make me rich and respected?!
You have no idea whatsoever what my financial situation is.
Maybe the fact that I am close to the computer all the time during
the day should give you a clue of how am I making my living.
Anyway, another assumption that you make is that I am stuck with
my ISSI holdings forever, and can't run when I feel like. This is
not true. As a contrast to you (60% short on the market) I do not
try to fight the current. Sure, I am in technology, but I got in here
early, and even with the recent slump, most of my holdings are ahead
at least 150 - 200 %, some were as high as 1200% before I sold.
Technical analysis and news I use to determine WHEN to buy a stock,
not WHETHER. Being concentrated has helped me WIN big time this past
year. Why the mix of long and short positions? Better put the
money in a CD. I sure don't agree with your philosophies. If you
are so bearish, why not 100% short? I would be happy, because then, you
will get squeezed, like it happened with NSCP in November ... sweet!!!
Anyway, don't take this personally, but notice that we don't play
small money here, and we do our homework as well. |
