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To: Bearded One who wrote (25036)12/13/1997 8:25:00 PM
From: Meathead  Read Replies (2) | Respond to of 176387
 
BO, I bet you're way smarter than the combined intellect
of the way-smartest investing minds in infotech...
John Doerr, Ron Elijah, Roger McNamee and Mary Meeker...
those guys must be idiots. I bet they're clueless to the
fact that companies are wasting their money on servers when
workstations could perform the same function for less
money<ggg>.

MEATHEAD



To: Bearded One who wrote (25036)12/13/1997 10:45:00 PM
From: McNabb Brothers  Read Replies (1) | Respond to of 176387
 
Bearded One,

My brother and I had a very brief meeting about the story that was posted and came to the same feelings that you have! In fact we are glad to see stories that bullish to be printed in major mag. for they tend to be printed near the end of a bull run more often than a begining of a bull run! Another fact about the markets that one needs to know how to read and understand, and it usually comes from many years of investing and studing! It always amazies me in how those people are paid! To give you an example look at all the buy rating that AOL is getting the last few weeks after it has gone from the low 20's to where it is today! Where were all those Smart people when AOL was in the low 20's? Go back and you will find most were saying sell sell sell!

Hank



To: Bearded One who wrote (25036)12/14/1997 8:06:00 PM
From: jim kelley  Respond to of 176387
 
Bearded One,

You need a shave if you are investing on sentiment alone.

Last year at this time, gloom and doom opinions abounded. Sure CPQ stuffed its channels and it took more than a quarter to work off the glut. Yeah, DELL got hit until investors realized they don't have a channel to stuff. Yep, Santa Claus sold the industry short but he sure covered quick in early January.

Regards,

Jim Kelley