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

To: Diamond Jim who wrote (73238)	1/11/2000 3:44:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Diamond, I hate all stocks I buy puts on and love all stocks I buy calls on. It sometimes gets embarrassing when a great little value company becomes a sleazy overpriced trading sardine, or vice versa, and I switch horses. <g> I don't have any special hate for Intel, though they are a bit sleazier than most. However, my long time long Intel, short Motorola paired trade helped add luster to my reputation in the maximum income arena, so I usually cut them some slack when they are faking their quarters. Mediocrity is no growth during the greatest tech market in history. That is mediocrity with a capital M. Filing for bankruptcy is not mediocrity. You must be part of the grade inflation generation where students who deserved Fs were given Cs. C is mediocre. F is bankruptcy. I know you wuv this dog, but if you can name even one computer co. or distributor who had a good quarter, you must know some odd names. Lousy quarters from Dell, Compaq, Gateway, MUEI, Hewlett and all the distributors. To whom is Intel selling this stuff if they had a great quarter. Most of whom were complaining about non-delivery of product from Intel and switching to AMD. So, they either had a lousy quarter like all their customers or they are trying some accounting trick. I am waiting to see which it is. And am betting that they honestly report a lousy quarter or get caught in their accounting scam if they pull a trick. I am hoping for the former as I don't think the analysts, in general, are all that bright and definitely have no incentive to find fault with this trading sardine. So, you bet your way, I bet mine. I will go with the business fundamentals and valuation and you will go with the herd. And we'll see where the chips fall.