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Non-Tech : Tulipomania Blowoff Contest: Why and When will it end? -- Ignore unavailable to you. Want to Upgrade?

To: EL KABONG!!! who wrote (2586)	1/26/2000 5:12:00 PM
From: Cheeky Kid	Read Replies (1) \| Respond to of 3543

I remember posting on one of Luke's threads early last year that I would not want to be holding Dell as when the PC buying frenzy because of Y2K dries up I believed they would see very slow sales. Not just Dell, all the hardware upgrades because of Y2K. I also wonder if we are going to see a rise in price of computers? Can they continue making money with these cheap PC's? Cheeky Kid Long, Norsat, Nortel, Go2Net.

To: EL KABONG!!! who wrote (2586)	1/26/2000 9:33:00 PM
From: Mad2	Read Replies (1) \| Respond to of 3543

Interesting perspective on true value investing vs. momentum without regard for profit or worse looking for companies that are the cigarbutt's of the world. Mad2 fnews.yahoo.com

To: EL KABONG!!! who wrote (2586)	1/26/2000 10:15:00 PM
From: Dale Baker	Read Replies (2) \| Respond to of 3543

Trying to guess what will happen tomorrow or next week won't do you much good unless you are a daytrader. Look at the broader trends - selling PC's and telephone handsets is not a very profitable business these days, just like AMZN is a lousy model for making money on the Web. Look beyond the current conventional wisdom and find the companies that will enable the post-PC Internet devices and the companies that will provide the information services you will use there. Hint - they won't be the outdated stocks at the bottom of this thread. Or Dell. Maybe not even QCOM in a year or two. But don't tell our hosts; that would upset their entire pre-determined view of the universe, that wonderful model that keeps them perpetually behind the investing curve. Some day they will be as right about their Magic Five as other critics were of Warren Buffett's favorite picks.