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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: robbie who wrote (16928)3/3/1998 10:54:00 AM
From: akidron  Read Replies (1) | Respond to of 70976
 
hey robbie **** off topic *** dave's pretty smart... as I see it both of us have given u a bunch of reasons... and you've been giving us a bunch of insults in return... somethings wrong with the picture... as it happens I suggested cpq was a good short a while a go but didn't have the guts to do it... I did this time... I'm out now... think it will fall further... but I had targets, all of which have been met... fyi dave's point that there can't be much profit is correct because this part of the market has been growing faster than any other and thus high-margin sales of more expensive machines have been lost..,



To: robbie who wrote (16928)3/3/1998 10:59:00 AM
From: akidron  Read Replies (1) | Respond to of 70976
 
Plus.... Iceberg type comments r very fashionable on this thread... it is a style introduced by BB this season... out of respect to the success of the Titanic... they are therefore to be lauded.... as for blind luck... of course I was lucky... seldom are risk and reward so closely related... but one has to put oneself in a postion to be lucky... that's the smart bit...
as I've said before....

EVEN A BLIND MAN CAN TELL WHEN HE'S WALKING IN THE SUN