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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: T L Comiskey who wrote (47226)	1/30/2002 7:12:59 AM
From: Clappy	Read Replies (1) \| Respond to of 65232

Hi TL, I understand you were not promoting his website but I took a look anyway. Seems to me that Michael Murphy is fishing for idiots. I'm not basing this upon his possible recommendation of QCOM. Instead, the way he phrases his letter, it seems that he's trying to attract the few people who have been living under a rock that don't know about QCOM and their promising story. The ones who are sitting on their reclining chair out on the front lawn, wondering, "Hmmmm... Say Ethel... Who do you think this See Dee Emm Aye company could be? Maybe I should persue it further..." He's looking for the rubes that were not quick enough to lose most of their retirement money over the past two years. Most of us smart ones got in when the news was hot off the presses and were able to see incredible growth for a short period of time and then lose it all as we attempted to maintain the faith. So he's obviously not targeting us savvy tech stock junkies. And he's not targeting those who were smart enough to have avoided tech in the past two years. He's looking for the people who had their money tucked under the mattress or inherited a few buck from their folks and want to turn it into millions. Maybe there is a market for that. It just seems to me that there is a better way to blow $375 for a two year subscription of "less than enlightening" tidbits of technological breakthroughs. But then again, maybe I'm wrong. Perhaps it would provide a good source of candidates to short after overbought conditions surface in the market... Until then, I'm still sticking with my good buddy George Gilder. He writes a lot better. At least he explains the technology in a much more lavish style. Really gets me hooked. Makes me a believer. Even as the market continues to pummel me and beat me deeper into the earth... If anyone ever had a great list of short candidates it was Gilder. One after another was inflated with dreams and then let go like an untied balloon. I think Global Crossing is one of his latest flops. I don't remember if it was on his list or not, but I think I remember reading some time last year how he thought that they could be a good pick. I can't remember his exact quote, but I thought it came across that he really liked them. Anyhow, I can't see how Michael Murphy can expect to take business away from Gilder and Fred Hager when Murphy's approach is much less sophisticated. But then again, maybe that's where he's a genius. He's looking for those with money that have trouble understanding the thorough explanations of Gilder and Fred Hager... I wonder how many of them are left? Might be a huge market. ... if they don't blow all their savings on pork rinds and Old Milwalkee... I'm still shorting the investment newsletter companies... -Clappy