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Technology Stocks : NEXTEL -- Ignore unavailable to you. Want to Upgrade?

To: Satellite Mike who wrote (3844)	12/21/1997 5:14:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 10227

Micheal, Arnie et. al: PTB had the gall to play his stealth hand in reference to one of my past SI posts. I'll stand by any posts I make, but since PT raised the flag - just a quick peek at his contributions elsewhere leaves one wondering.... Below are just a sampling of some of the many tracks he's left on other threads. The damage is pretty bad. I just hope PT is not really playing with real money. PT is an egotistical fraud who's cynicism will prevent him from observing the big picture, taking responsibily and being humble - basic requirements for any good investment philosophy. He's a sharpie who's playing around trading and doing a very poor job at it. I encourage anyone to visit and share anything on this thread, but PT's contributions have been zero. Let's call a spade a spade and stop the distractions, please. Merry Christmas everyone! Forgive me for this distraction below: ====================================== To: Stu Bishop (3818 ) From: P.T.Burnem Monday, Dec 15 1997 3:09PM EST Reply # of 4058 Both Barrons and Fortune have new issues which tout the semi equip companies as bargains. At the bottom, everyone will hate semi-equipment stocks because everyone and his brother will have lost their shirts trying to pick up the bottom. Just like they hate disk drive, HMO and gold stocks today. PTB ========== All semiconductor cos have rallied since.... =========== To: bob yahnke (305 ) From: P.T.Burnem Friday, Dec 5 1997 11:49AM EST Reply # of 358 A couple of more puts to consider: BSX Dec 45, CNC Dec 45 Massive insider buying in the $44-45 and $46-48 areas respectively, relatively high premiums. I am through with selling for December. I have sold Dec NXTL, FDX, FON, RATL,BSX, CNC, BA, INTC, BAY, ORCL puts as well as NXTL covered calls (got put some stock in November). PTB ============= BSX now $41 and change..CNC $43 11/16 - zap, zap! INTC early December $79, now $70 / ouch!! BA early December $53-54, now $48 « More pain.... BAY early December roughly $30, now $22 Where's the gun! ============== To: Thomas Dremel (4356 ) From: P.T.Burnem Thursday, Dec 11 1997 12:29PM EST Reply # of 4707 It seems ORCL is cheap - appx 20 times next year earnings of $1.10. Poorly managed companies are never cheap. Ellison is going to be hard to unseat, which is why ORCL is probably dead meat. Long @ 30 1/2 and looking for an exit, PTB ======================= No comment from PT on his exit. Stock got massacred. ORCL today in the $21 range. ===================== To: Babu Arunachalam (6186 ) From: P.T.Burnem Tuesday, Dec 16 1997 12:52PM EST Reply # of 6341 What makes you think that SPARC is down and out? Given that Sun is going to port Solaris to Merced, what makes you think it is not? Once Solaris is ported to Merced, it'll have to compete head-to-head with Windows NT... and we all know who is going to win that contest. IMO, today's announcement is a sign of desperation on Sun's part. SUNW is a screaming short. PTB =============== SUNW then $33-34, now $38 11/16 Let's all scream together... ===============