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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Trading Machine who wrote (10460)	9/24/2001 11:20:20 AM
From: Berney	Respond to of 11051

TM, Did I mention that I hate gaps? :o) Although I must say that I like this one better than the ones I saw last week. :o( Actually, the only ones on the magic list that tend to play eps games (going from memory) are AOL and S. The other one whose eps are IMHO suspect is WCOM (they borrowed a ton of money a month or so ago and I would presume they tend to spend it). Again, ~75% of the Big Boyz tend to play the earnings game straight up. That said, there is such a large difference in the reality and the perception of reality that it creates a significant margin of safety. However, we got to deal with the fact that the e-wavers got us in the 4 up, and then we get to deal with the 5 down. Since my scuba tanks were getting low, I'll take whatever I can get. Glad you put your 2 cents in on the Czar issue. I agreed privately but wanted to let you put it out here. Just A View from the Swamp TB