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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (66821)	7/28/1999 6:02:00 PM
From: Charles R	Respond to of 1578012

Kap, <Good call indeed. BTW congratulations on your timely covering of the INTC shorts few days back. Your Dan Niles upgrade call was right on the money too. Except it was Drew Peck who caved in instead> Thanks. Actually I usually am only long and am not much of a shorting kind of guy. But,I decided to take a chance on Intel because it is valuation is out of line considering how poorly it is executing of late and got burned a little when I got blind sided by the Lehman brothers "25 select value stock list" followed by the upgrades of some upgrades from sell-side analysts who turned out to be totally wrong on their earnings estimates. In any case, I have learned to be more careful about short term things after that one. I think there was a message there to go back to my calling - staying long on good stocks and not thinking about shorting under performers. Chuck