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.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (14469)	6/15/2000 1:56:00 PM
From: Math Junkie	Respond to of 15132

<<I've noticed that this thread has lost SOME objectivity as has Brinker as both favor the bearish news to try to justify a certain investment posture. That is fine, but much value of the thread is lost when good news is ignored.>> Yeah, but somebody has to balance the anti-Brinker bias which exists at the Suite 101 thread! <G> Seriously, though, it is always to any investor's benefit to constantly be on the lookout for evidence that one's own view of the market may be wrong.

To: Kirk © who wrote (14469)	6/15/2000 2:18:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Kirk: Re: "I've noticed that this thread has lost SOME objectivity as has Brinker as both favor the bearish news to try to justify a certain investment posture. That is fine, but much value of the thread is lost when good news is ignored." Let's see ... Brinker is probably running a huge Nasdaq trade on the long side. But we are supposedly posting bearish news? What kind of Brinkerheads are we anyway? Yes, you are right -- we should probably post more bullish Nasdaq news to justify his trading posture.

To: Kirk © who wrote (14469)	6/15/2000 2:48:00 PM
From: rsie	Respond to of 15132

I live in California....couldn't agree with you more on the gas issue....we are getting ripped off..... but when it comes to the market and what will happen in the next few months....can we bookmark your responses and remind you of your beliefs back when ......Rich

To: Kirk © who wrote (14469)	6/15/2000 3:02:00 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 15132

I think working & living in the Silicon valley and seeing just how many new ideas, dreams, markets etc. are actually being worked on... and how the whole World will benefit from the winning ideas, it makes me bullish for the future. Well, six months ago, the ponytails were claiming, "We are the future!!!!". Now, the same ponytails are saying, "We have the right business model, we will be profitable in 2 to 3 years, man!" <g> However enthusiastic and optimistic that one can be about those new ideas, dreams etc. etc., one should also wake up and realize that all those dreams have been fully discounted and then some, in today's tech stock valuations. I keep hearing views like yours all the time. There is a tremendous amount of complacency out there. People are still buying tech stocks on margin. That is what makes me feel that the bargain basement is still several floors down...

To: Kirk © who wrote (14469)	6/15/2000 4:07:00 PM
From: Les H	Respond to of 15132

re: service consumption vs. product consumption bea.doc.gov Consumption of services seems to be less volatile as opposed to retail sales, since it includes medical, education, etc.

To: Kirk © who wrote (14469)	6/15/2000 4:46:00 PM
From: rsie	Read Replies (2) \| Respond to of 15132

" Anyway, more would get into politics... 8)" the gas problem reminds me of a story: my brother lives in Des Moines,Iowa.... he bought a new house and found out that he had stools that could not be flushed because they always stopped up....he would flush and flush and the "stuff" would not go down...turns out the EPA had decided to reduce the amount of water you could use in new toilets....remember, if you are moving ----take your old toilet...they are worth a lot, unless you are a plumber....Yes, they are saving water in Des Moines Iowa....but of course they have always had plenty of water....water is never a problem.... Our town in sonoma county has decided to save our air...my friend just bought a new $600,000 house.....can't burn wood though.....air pollution.... he has a 600,000 house but can not burn on piece of wood..illegal!..I am glad we are being saved....Rich

To: Kirk © who wrote (14469)	6/15/2000 4:55:00 PM
From: rsie	Read Replies (1) \| Respond to of 15132

"The news out of Korea is huge and yet.... did it get discussed with equal weight as the Taiwan election here on this bear thread? 8)" I don't see where Korea and the fact that they are finally coming together carries equal weight to the potential impact of a blockade of Taiwan by china.....please explain....Rich

To: Kirk © who wrote (14469)	6/15/2000 6:36:00 PM
From: sea_biscuit	Respond to of 15132

The news out of Korea is huge and yet.... did it get discussed with equal weight as the Taiwan election here on this bear thread? I agree with you! The wireless market in Korea experienced historic "negative growth" in May of just over 212,000 subscribers and we're ignoring it?! :-) I am watching with amusement as some of my friends who bought QCOM because it is a "winner" are now underwater to the extent of 50% or even 60%! Last year's #1 S&P 500 stock is this year's #5 -- from the bottom! But, of course, these guys are putting on a brave face even as their butts are being handed to them! <g> Gotta hand it to this insane crowd -- they are truly brave even as they march off the cliff!