Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (79634)	3/13/2001 12:20:10 PM
From: AllansAlias	Read Replies (2) \| Respond to of 436258

Frankly, I've followed your posts since you came over to this den of bears and swingers, but was surprised to see you reach out for the knife Mish. We've all done it, that's for sure. Did ya see this out of Fleck's recent ramblings: I might point out that the way you'll be able to tell if folks have a clue about what is actually happening right now is whether or not they own semiconductor stocks. Anyone buying semiconductor stocks in this environment embodies a tripartite deficiency: they don't understand the semiconductor business, they don't understand the stock market and they don't understand the economy. "tripartite deficiency" indeed. -g

To: mishedlo who wrote (79634)	3/13/2001 12:29:11 PM
From: Earlie	Read Replies (3) \| Respond to of 436258

Mis: have a gander at BA. - an "untarnished (as yet) darling" - a heavyweight as far as index weighting is concerned. - The market will shortly learn that the airlines are not only "pushing out" orders they are in fact exploring "mothballing" some of their current fleet. - "In paint" planes sitting on the tarmac with no place to go is also a BA nightmare that is starting to become a reality. Love the company, but the stock price does not reflect a nasty global shrink in airliner load factors. The puts are cheap as well. Not many are. Best, Earlie