Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: Ilaine who wrote (47561)	6/16/1999 4:01:00 PM
From: accountclosed	Read Replies (4) \| Respond to of 86076

only in pm's do i get support for my view. the point which is just lost on the thread or on me if you take the thread's point of view is do we continue to base investment decisions on the fact that something is "overvalued" and then complain the books are cooked AFTER THE FACT? Saying we are in an environment that encourages creative accounting is excellent, imo. And to say to ourselves "We will factor this into our thinking" is also excellent. So to look at IBM and say "It makes me nervous to buy puts on IBM because I believe they are very creative with accounting" is sound thinking. However to say "IBM is a pos" and then to get blindsided by a good report and say "I'm shocked, shocked to see the flim flam going on here, it's a conspiracy" is very weak market thinking, imo. I need to stop posting this way. It is adverse to what the thread believes or wants to hear. I have tried to do what I saw as being helpful. It is not worth the energy to me to continue to argue the point. Peace.