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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (9795)	1/29/2000 10:03:00 AM
From: LauA	Respond to of 78476

Jim - you misunderstand. I'm not much interested in the fact that YOU were wrong. I consider you a smart, diligent guy. I figure that when YOU make a mistake, I should go to school and find out WHY, so I can avoid the same one. I'm much less interested in WHAT you do, I'm much more interested in WHY you do it. Having been schooled in an environment wherein it is accepted that if you don't make mistakes, you haven't been working - airing mistakes and dissecting them is all part of the learning process. (The corollaries to 'airing' such errors is that there is NO pejorative taint, but you aren't allowed to make the same mistake twice.) Mike might recognize this device as an M+M, Complications Conference, or QA. Lau

To: James Clarke who wrote (9795)	1/29/2000 2:09:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78476

IMHO this is a dip and over the weekend people will come to their senses that there still is not a real good reason to buy bonds. So they can put the money in cash ,reits, real estate or stocks. Most of the people in technology stocks are not of retirement yet age and so far buying the dips and being completely invested has been a winning strategy. I don't see anyone rushing for the exit yet just MMs knocking down the prices, in the absence of buyers. SNH and CMH sure look tempting though. As for QCOM, I do not own it but a lot of very smart people do, and QCOM is not going out of business any time soon.