Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (6491)	4/7/1998 8:03:00 PM
From: Tom Hua	Respond to of 18691

we will be right on Internet stocks eventually. Roger, quite agree! And I hope one needs not wait much longer with most of the internet stocks. IMHO, it is time to short PTVL and short it good. Regards, Tom

To: Roger A. Babb who wrote (6491)	4/7/1998 9:53:00 PM
From: Carl H. Gotsch	Read Replies (1) \| Respond to of 18691

Roger, Your comments suggest that, contrary to some previous posts, our "models" have suffered from excessive simplicity, not undue complexity. We have been missing variables (e.g., group psychology, personal emotions) and our (my)lag structures have been consistently wrong. One would have thought that highly educated, finely honed analytical minds could figure that out. But alas.... <vbg> --Carl P.S. I don't think it fair to lay these shortcomings at the door of higher education!