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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (3836)	9/26/2000 7:29:36 PM
From: drenko	Respond to of 65232

I agree..... Just my 2 cents...about all it is worth. -drenko

To: Jill who wrote (3836)	9/26/2000 8:47:14 PM
From: AllansAlias	Read Replies (2) \| Respond to of 65232

It baffles you. I believe that. Your baffle'ment only makes my post more poignant. To me your post implies an outcome that you can not be sure of enough to reasonably risk quite a lot of money. The risk:reward is simply no there in this environment/market. You believe he will have made his bucks. I understand you believe this. It is not a sure thing. It carries a risk. I think "believe" is a good verb here. When stocks get unfairly punished The reaction here is excessive You state this as if it were a fact. I not not think that INTC was "unfairly" punished. Maybe volatility is the name of the game now. I agree. I am long volatility. I am also long risk just now.

To: Jill who wrote (3836)	9/27/2000 9:32:28 AM
From: Nichols	Read Replies (1) \| Respond to of 65232

<When stocks get unfairly punished that's a good time to buy.> How's it going Jill? The statement you pose is an intersting one. How do you figure out if a stock is getting unduly hit or the beating it takes is justified. Lower margins & missing estimates are real good warning signs that something maybe wrong. Remember, also that all of our stocks right now are priced to perfection. I'm not implying that INTC is going to crash and burn. It will continue to be a great stock to own for the long haul with above average returns. But averaging down could be dangerous (QCOM).