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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: EJhonsa who wrote (32696)	10/1/2000 3:37:16 PM
From: Rick	Read Replies (4) \| Respond to of 54805

NYT today had an interesting article on investment strategies, including "Dogs of the Dow" and mentions the Fool. nytimes.com Although I can't say I agree with it. To quote: "To determine whether an apparently successful strategy is worth a bet, we first need to know how many other strategies were also back-tested. An adviser might have tested 99 strategies that failed before coming across one that succeeded." Why would the discarded strategies have anything to do with the successful one? I think he's trying to discuss "sample chopping" which is an entirely different flaw. - Fred

To: EJhonsa who wrote (32696)	10/17/2000 11:01:55 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Hi Eric: What was your take on the Intel CC this evening? I'm seriously interested. Overall, it seems like they preannounced a warning, but ended up doing reasonably well. They're continuing to bring on more FAB capacity, and are running full tilt. They're predicting outstanding margins in Q1,2001, similar to what they are doing now (>60%), and seem to be hinting that these will increase!!!!!! thru 2001. Ho humm, another $2.5 billion in the bank for the quarter. Seems reassuring........but, I think we need to watch carefully how well management executes. Can Intel go thru all of 2001 without more glitches?????? Your thoughts? Apollo