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

To: Adam Nash who wrote (24113)	4/8/1998 8:20:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 97611

>I have a lot of knowledge about the fundamentals of Compaq's business, their cash > flows, efficiencies, margins, and earnings. Daily price movement seems strange to > focus on when the goal is a stong, compounded annual return. Are you aware that a monkey has done as well as many analysts ? You can make it science if you like. >As an investment, doesn't it seem weird that all you are focused on differences of 5 > points? Why five? Because that's how many digits you have on a hand? Why not 10%? > 5%? Why not allocate a certain amount of your portfolio to invest, find the best > investment for that money (numerically, to the best of your analysis), and invest. Why > this hindge on a couple of points? Why jump to conclusions ? Does it make you feel good ? 5 points was example, I am averaging down, you think it matters how its done ? Where did I say "all" and how do you know I have 5 digits ? >Fly by night as long as you want. I hope your wings don't get clipped Huh ? Jumping to more conclusions ? By the way you misspelled strong and hinge. jim