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Pastimes : Dr. Id's SI Addiction Room -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (240)	11/22/2000 3:13:45 PM
From: Jason W	Read Replies (2) \| Respond to of 414

I feel the need to vent now...my LTBH theory is costing me numbers that are getting scary. Below is my list of holdings and my current explanation for the stocks recent demise: GLW- 1.connecting to the internet s-l-o-w-l-y is cool. 2.Those new Zip-lock disposable tupperware containers are killing their cookwear business. SNDK- They are just a flash in the pan. EK's film business is making a huge comeback. QCOM is actually considering integrating a 35mm film slot into their new cell-phone/MP3 player, and eliminating the SD slot. NTAP- Data storage and retrieval is unnecessary. After the recent market action, all brokers will save space by eliminating the ability to retrieve past histories and transactions. Yahoo will no longer need to store historical stock quotes. Users have been committing suicide after viewing their portfolios. QCOM- 3G three shmmee WIND- Devices "talking" to each and cross-compatability will never happen. RMBS- It's up today, no current comment. CMGI- No comment CMRC- Was a great pick until last week. Man, one internal memo and the whole thing turns to sht. *I have a few others, but have lost the will to continue...I feel better already. Anyone else care to try this exercise? I left quite a few quality companies available...CREE CSCO SEBL PMCS...etc Jason