SI
SI
discoversearch

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.
Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (4439)6/7/2001 6:52:49 AM
From: smolejv@gmx.net  Read Replies (1) | Respond to of 74559
 
Hi Jay,

As an intro into INTC day: I checked in the morning my spreadsheet with earnings predictions and got INTC PE (trailing 2001) somewhere in the sixties.(65 and change). My personal record was portfolio PE somewhere in March last year at 200.

Today is possibly important. So's next Friday.

Regz

dj



To: TobagoJack who wrote (4439)6/7/2001 9:04:14 PM
From: Maurice Winn  Read Replies (1) | Respond to of 74559
 
<The thundering herd is going one way. I see Pezz and Maurice in its midst, euphoric, like in the days of old.>

Well, you'd better fire up the barbecue if you think that. But it's always amusing when people put me in a herd because it's the place I am most uncomfortable. I prefer to avoid a herd, even if the herd gets the new pasture and I have to scratch out a living in the hills.

<Again, as in March, be careful, because you are dancing with Maria, Abby, and Mary, and we are sipping drinks with Grossman, Buffet, and, oh, all them insiders, amused.> I do like female company. I'll leave you, Grossman and Buffet to sip drinks and grouch about the silly people having fun ... [who is Mary and I suppose Maria is the CNBC woman? - I don't receive CNBC. I guess Abbet is Abby Cohen.]

<Cash can make all the difference that freedom of timing selection can bring>. True, but very low margin levels give purchasing power too.

<The absolute downside to cash is more knowable over any period time than equity.> and both are zero. But at zero, there will a lot more wrong too! There will be guns in the street and a lot of executions being prepared.

<Some choose to risk the certain so as to take advantage of the uncertain.>

There is nothing very certain in the human monkey cage. I think productive, creative energy and the companies which have that are the most certain place to invest. But as you say, the music of the markets changes the mood and makes good and bad times to buy, or borrow, or lend, or sell.

Mqurice



To: TobagoJack who wrote (4439)6/8/2001 1:55:28 AM
From: pezz  Read Replies (2) | Respond to of 74559
 
<<The thundering herd is going one way. I see Pezz and Maurice in its midst, euphoric, like in the days of old.>>

Jay,Jay,Jay......Give it up. If you keep this up you'll become old and bitter way before your time just like Wes. The market's going up day after day.........Enjoy.....enjoy. We is all makin money . There is enough for everyone. Everyone is gonna be rich. You may as well too.....ahh ...richer that is.

< The above said with tongue only slightly in cheek.>