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

To: carl a. mehr who wrote (84612)	1/2/2000 2:26:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1572391

Oh Humble One, Here you go again presenting quantitative data and factual information to make your point. You are not in keeping with the rules of the AMD thread:-) Brian

To: carl a. mehr who wrote (84612)	1/2/2000 3:27:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1572391

Carl, Re: "gorilla investing" I congratulate you on your success. You have done exceptionally well in the bull run. And of course you will continue to do well if the bull keeps running. For everybodys sake I sure hope the bull keeps running a while longer. The key of course is to know when to fold the margin position. Timing is everything of course. So far you have enjoyed spectacular returns in the greatest bull market in history. Salute, Kash Johal

To: carl a. mehr who wrote (84612)	1/3/2000 8:32:00 AM
From: John Goldthorp	Read Replies (1) \| Respond to of 1572391

History is interesting, Carl Unfortunately, the P/E multiple expansions in these stocks are unsustainable. Do you remember what happened in Japan a decade ago? BTW, I don't believe the stuff spewed out on financial news reporting. While I have no proof of this, my sense is that most fund managers are of the "growth" variety, and they are "spewing" your line, not mine. Makes me feel quite comfortable in my contrariness. Having said this, I will stipulate that I may be "quite wrong" at least in the short run. But .... you better have your exit strategy ready to implement on a moment's notice. We have some tough times ahead in the market ... at some point. When this moment arrives (2001?), we will wish that the NASDAQ and S&P 500 were not weighted averages, believe me. The outflow from the equity funds and 401K's will completely negate the continued growth in earnings in CSCO, MSFT et al. At any rate, the excitement will continue for a while, one way or another! Thanks for your response. Regards--JG