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.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: John Carpenter who wrote (42119)12/12/1997 10:07:00 PM
From: Lee Penick  Read Replies (1) | Respond to of 186894
 
Very well said. I can't seem to time it either.

Pauls had some good predicions here. But the two sides were fighting. And we spent so much time fighting we didn't communicate well. At least not well enough for me to understand.

Even if I didn't short, but spent maybe a grand or two on Puts, I could have saved probably 20 to 30K in price drops.

I'm starting to think we have that knowledge on this tread...when to decide to insure a position. But the fighting got in the way.

Kinda like the offense and the defense not working together. Either team can score and make points.

I want Paul's knowledge and opinions. He may well save me money in the future or make me some. If we disagree, that is fine. My opinions are based on the facts I learn. If he presents compeling facts, I certainly plan on changing my opinions.

Several weeks ago Jules and Paul Engel teamed up for an excellent call on the DEC fab and Alpha. Why shouldn't Pauls views on the economic situation be added to our body of knowledge. We don't have to all agree, but listening without prejiduce and an open mind will serve us well.

If we alianate each other, it only cost us money.

Lets pick on AMD or Jerry, but not each other.

Lee