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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?


To: Cynic 2005 who wrote (9983)12/2/1997 4:24:00 PM
From: yard_man  Read Replies (1) | Respond to of 18056
 
Mohan. Kinda had to follow NOKA, didn't it?

BTW. Still interested in you picks for voted most likely to melt in a real market correction!

Barry



To: Cynic 2005 who wrote (9983)12/2/1997 4:28:00 PM
From: Joan Osland Graffius  Read Replies (1) | Respond to of 18056
 
Mohan, Looks like 3 COM may get a hair cut tomorrow. They said they are changing accounting for inventory and will have a slight profit this quarter.

Oh dear another communications warning. I suspect the new ROK chip set agreement with Intel is going to give these guys problems down the road.

Do you still have your CSCO position?

Joan



To: Cynic 2005 who wrote (9983)12/3/1997 2:31:00 AM
From: S. maltophilia  Respond to of 18056
 
Mohan-
Ever felt you were in the wrong business? -g-

From today's WSJ:
But some stars will get much more. Salomon's star telecommunications
analyst Jack Grubman is expected to take home a pay package valued at
more than $7 million this year, double the $3.5 million he earned in 1996,
people familiar with his compensation said.

But then "what profiteth a man to gain the whole world..."



To: Cynic 2005 who wrote (9983)12/3/1997 6:45:00 AM
From: John Hunt  Read Replies (1) | Respond to of 18056
 
The Contrarian's View - November 30, 1997

fennel.assumption.edu

Some good reading here.

John

<<< At the big August "Money Show" in San Francisco .... I asked for a show of hands by those who owned mutual funds. Virtually all hands shot up. Next question: "How many of you know the age and experience of your pet mutual fund manager?" Only two or three hands went up. Next question: "How many of you would invest in a mutual fund run by a 28-year-old?" Not a single hand in sight. Not a hand! I reminded the .... attendees that the age of the average mutual fund portfolio manager was 28 years. - Charles Allmon >>>