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Technology Stocks : United Parcel Service Inc-(UPS) -- Ignore unavailable to you. Want to Upgrade?


To: Ibexx who wrote (113)11/10/1999 1:33:00 PM
From: Joe S Pack  Respond to of 368
 
I added few more on its second visit to 67.

It is a long-term holler for me for the following reasons:
1) X-mas season is about to start and with nearly 80% of market share UPS should do well.
2) With e-Comm on exponential growth UPS should get parallel benefit.
3) They have a great history and brand.
4) Every house in the Street has underwritting cut.
5) I know how hard UPS guys work day in day out.
6) They are going to buy pack nearly 100M shares with the
IPO money.

One more thing I would like to see is to have deal with AOL like leaders to have "You Got Parcell" message.

-Nat



To: Ibexx who wrote (113)11/10/1999 2:43:00 PM
From: Jon Stept  Respond to of 368
 
Ibexx- re:shorting UPS...

Thanx for the compliment, but I have never shorted a stock.

Have you noticed that it tends to be more difficult to talk to those who are long about the downside to holding their long position... the risk? (Ibexx, I am not talking about you... just a general comment.) Those who are short don't want to talk about the long side risks either. When you start to get curt, incivil responses to polite questions, you know you have hit an insecurity in their risk/reward reasoning and that is a good lead to question further.

I don't argue with people to hype any side... I just argue to clarifiy my own position and one of the best ways to do that is to try shoot down, nicely, everybody elses. What's left is good DD.

I guess I like a good debate too.

Just my opinion.

Jon :)