Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Y2k_fan who wrote (6701)	2/14/2000 6:12:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 10293

The value stuff hasn't been working, the shorts have been doing terrible. However, I did score a few in COMS, SUNW, NOK, NVLS, etc. I didn't take too bad of a hit in WM, ONE and SAFC. And nothing has changed fundamentally in the fraud stocks such as GUMM and REFR to make me change my opinion. I have no trouble riding out the squeezes as long as I remain confident in the (lack of) fundamentals. So I wouldn't consider the above to be my worst mistakes. My REAL mistake was selling out of a lot of tech before the last big rally because of my interest rate and sentiment concerns. My guess is that the bull market in tech remains intact and will continue. The real interest rate jitters are in the old-world companies, hence the divergence in the Dow and the NAZ.