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To: Boplicity who wrote (48482)2/22/1998 8:41:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Greg - Re: "Or is it Engel humor you are using? "

Engel humor.

Fiondella has a knack for picking superlative companies (Microsoft, Intel) with unique technology or manufacturing advantages over their competition.

He then attributes their success to luck or illegal activities and shorts their stock - thinking their luck will run out.

He seems uniquely attracted to marginal players - Novell, AMD, Cyrix and he went long big time on Novell (don't know about Cyrix and AMD) and lost BIG - I mean BIG TIME - on Novell. Over $100,000 I reckon.

His luck always runs out!

I'm just trying to "give" him some more luck.

Paul