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To: Mary Cluney who wrote (125197)1/17/2001 8:48:14 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: none of these guys have a real understanding of the computer industry

It could be, though, that these guys do understand what happens when a high cost, former monopolist suddenly finds itself facing low cost competition.

Dan



To: Mary Cluney who wrote (125197)1/17/2001 9:17:19 AM
From: GVTucker  Respond to of 186894
 
Mary, RE: You can tell me that I am oversimplifying complex dynamics, but I can tell you that, at the core, these analysts are stupid and don't understand important concepts - like buy low, sell high.

You're not oversimplifying. You're not making it simple enough.

It isn't just analysts. At the core, most investors do not understand buy low, sell high.


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