To: TimbaBear who wrote (15220 ) 8/17/2002 2:47:28 AM From: Seeker of Truth Read Replies (3) | Respond to Timba Bear, your analyses of DELL and INTC are masterpieces and everyone that invests should read them. But I don't see the conclusion that the bear market will continue to claw, i.e. the general market will drop lots further. Why should your conclusions about stocks which were prominent players in the tech bubble apply to, just for example, Wells Fargo Bank? It certainly looks like the tech stocks should drop much much further. But even there, the CEOs can save the situation if most of the stockholders are getting to understand matters. They can simply take cognizance of the fact that engineers nowadays are quite happy to stay with companies like DELL and INTC without any stock options, just with their good salaries. So the granting of stock options, even to management, could simply cease for a long while until the public goes back to sleep. This would have the effect of multiplying the true earnings by a big factor. Instantly Dell and Intc would become much more reasonable investments.
