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To: pat mudge who wrote (17665)2/2/2001 11:21:29 AM
From: FlameMe  Read Replies (1) | Respond to of 24042
 
Mr. Moritz has been singing the same song over and over and over. Do you ever wonder why people feel the need to keep repeating the same thing?

The inherent human need to be "right" is a powerful emotion that causes people to defend their position even in the face of mounting contrary evidence. That's what I attribute it to.

Good investors and traders must fight this emotion themselves. And ignore others like Moritz who don't.



To: pat mudge who wrote (17665)2/2/2001 3:01:24 PM
From: Tulvio Durand  Read Replies (1) | Respond to of 24042
 
Pat, I don't understand peoples' efforts to discredit Kalla and BlueStone Capital. What did she say that was wrong or offensive? The slowdown is in evidence everywhere. The remarks she made about gorillas (eg., Cisco) taking business away from niche suppliers (ie., Juniper) in this kind of market are almost identical to ones made by Cisco's John Chambers and EMC's Mike Ruettgers. These viewpoints are arguable, but they make some sense. So where's the beef?

Tulvio