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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (68812)	10/7/1999 7:00:00 PM
From: Freedom Fighter	Read Replies (2) \| Respond to of 132070

Mike, >>Dell is more vulnerable to the nuclear winter scenario, with its business box approach. My problem with that scenario is that folks may simply say it is a one time event and ignore it in the stocks.<< To be honest, I think it's appropriate to almost completely ignore any variations in business that are related to Y2K. It truly is a one time occurrence that has little to do with the long term fundamentals of most businesses. Granted, God only knows how Wall ST. and the public will react to any temporary business problems that occur. They may even run scared in the next few weeks. But I intend to use any silliness (if it occurs) as an opportunity. To be clear I'm not defending the valuations of technology stocks. I think they are insane. I just think investors should look beyond the next few months in general. Wayne

To: Knighty Tin who wrote (68812)	10/8/1999 5:34:00 PM
From: MythMan	Read Replies (2) \| Respond to of 132070

MB, know anything about LTEK? Where is the Austrian economic violence? -g- MM

To: Knighty Tin who wrote (68812)	10/8/1999 5:41:00 PM
From: TRINDY	Read Replies (1) \| Respond to of 132070

Michael, Thanks for your thoughtful reply on Dell and Gateway. I understand your put strategy and it sounds quite effective. Is it simply for leverage that you do not sell short, except in your income portfolio hedging? With more and more tech stocks of late getting hit heavily, such as Xerox and Hi/fn today, I am also thinking that the time to short NDX may soon be upon us. It seems to me that the NASDAQ 100, through QQQ, is having trouble setting new highs. Will give the irrational exuberance a little more room to hang itself here. Again, thanks for your comments.