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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (5254)	12/4/1999 3:41:00 PM
From: DanZ	Read Replies (1) \| Respond to of 10293

My posts on CHRB were obviously a joke. Internet stocks are too volatile and risky for my taste and I have a hard time understanding their valuations. Some people claim that GUMM is overvalued and risky, but this is only because they don't understand the future of the company as well as I do. I would stick with AOL and YHOO if I were going to buy Internet companies but it's very hard to predict their cash flows and justify their stock prices. I have a long history of trading many technology stocks, primarily semiconductor stocks. I don't post on all the threads in which I'm holding a position because it would be far too time consuming and I don't always have something to say. This is especially true if I'm trading, rather than investing in a stock. I posted a lot on the VLSI and IRF threads last year because I was holding those stocks as investments. BTW, I predicted that VLSI would be bought out several months before it happened. You'll find posts to that effect on the VLSI thread. I can't remember all the stocks that I have traded recently, but here are some of them: ATML, LRCX, XLNX, NVLS, ICST, DGN, DIIG, ECLP, DSP, TXN, T, and MAT. I have traded some of these stocks long and short. I haven't traded PAUH in a while, but made money on it in the past (both long and short). I posted about it on the Z thread because Ron M and I have traded it before and I thought it was at a good price for a flip. The stock was trading below 3 at the time and rallied to a high of 3 3/4 a few days after my post. I would agree that the company is a POS, but the stock was a good flip. I prefer to keep a low profile on SI but I am constantly put on the defensive on this thread. I do not proactively post here and generally don't post anywhere unless I have something material to contribute or if somebody asks me a question. You won't even find many proactive posts from me on the GUMM thread. Regards, Dan