To: Knighty Tin who wrote (27079 ) 4/1/1998 11:36:00 AM From: Knighty Tin Read Replies (4) | Respond to of 132070
To All, Jim Cramer convinced me on CNBC today. I sold all my puts and short term bond holdings and bought stocks: 1. My number one holding is now Micron Technology (MU). I reached an epiphany while eating some MicroMagic fries last night. There really is synergy between the items the British call chips and we call french fries, and memory chips. MU is the low cost producer of memory chips because it has the economies of scale from making all those chips out of potatoes. How could I have missed this for so long? But, as Anthony Newley (sp) once sang, "What kind of fool am I?" At least I've learned from my mistakes. I even called up Kurlak and asked him if we could just get along from now on. 2. I bought Dell Computer stock and a new Dell computer. I am using my Compaq and HP as doorstops now. I finally discovered that a sub-$1000 box doesn't cut it and that I needed the cutting edge of a $2800 pc. Not for any white collar work, but for making paper airplanes and dolls. That sharp cutting edge on the side of these more expensive boxes really helps me in that regard. It also saves me valuable time. Instead of hauling my fanny into the hospital once every 8 weeks, I can donate blood just by rubbing my arm against that cutting edge and letting it drip into a bottle. All I have to do is spray it with Lysol to keep it sanitary and there is no problem with infection. Oh, man, I used a can of Pam cooking spray before I took blood this morning. Bummer, dude! Now my arm is swelling up. Hey, Hulk Hogan, match this. 3. I am buying airlines because that cyclical stuff is over for this industry. 4. I am buying oils because I am not really convinced by #3. 5. I have just purchased shares of Ben, TROW, and UAM. Of course people will continue to buy stock if the market heads south. They always have in the past, especially those people who become unemployed or underemployed. 6. I plan to get a sex change operation soon, or, at least as soon as the doctors can discover what I currently am so they can change it. 7. Vanna, can I buy a vow? I am taking a vow of celibacy. That Doritos thing Robert Einstein recommended has put me off women forever, I never really cared much for men, and the danged animals bite and scratch. However, I am worried about a sexual harassment suit from Frito-Lay. Really, if you don't want to be a sex toy, why do you call yourself Lay? The days are over where Clinton had his Miss America and I had my Miss Universe. Sadly, Miss Universe that year was from Pluto. It is difficult to get excited about Mickey Mouse's dog. Makes you kinda Goofy. 8. I am writing a letter of apology to Compaq and CompUSA about the troubles we had late last year. Unfortunately, I am sending it via E-mail on a Compaq modem repaired by CompUSA, so they may never see it. 0. I love this date. Best Wishes, MB