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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Fiondella who wrote (58922)	6/26/1998 11:47:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Fiondella - Re: "Don't give me your balony about your fantasies about my stock portfolio" Baloney? Baloney? I won't give you BALONEY! I'll GIVE YOU YOUR OWN WORDS - YOUR OWN TESTIMONIAL! RIGHT HERE - RIGHT BELOW You shorted Microsoft at $148 3/4 (Before it's most recent 2 for 1 split) giving you a $74.375 SHORT POSITION! I'll bet that hurts your little "smuck", don't it? {==========================} To: dwight vickers (19896 ) From: Paul Fiondella Friday, Jan 30 1998 10:23AM EST Reply # of 19961 (Off Topic) Shorting MSFT is a risk I do not recommend to the faint of heart. I'm assuming the Street's denial of Asia, which I have seen played out many times, will not last past Q1 earnings or the next domino to fall. The market will then correct. The current upward move has cleaned out a lot of Options based shorting in the stock. But it has been very fast so there has to be some retracing. There are a lot of small customers looking to jump in and benefit from the upward move after the split. But they only have so much money and look at CPQ for that strategy. Bottom line is that you have to pick a time closer to a recession to make real money shorting the stock unless you have spare cash and this is your first short. Then two things have to happen, NT has to meet enterprise resistance (so it is not a cheap option for corps in a recession --- remember how the techs missed the Reagan recession) and the desktop software has to become a commodity type product like autos are. Something you can postpone buying. Then MSFT will look like its saturated its growth markets, that's why Bill is pushing the webtop. MSFT needs new markets to grow. ======================= Currently I am watching my short at 148 3/4. Today is a critical day!!! {======================================} ===================================================================== Re: ""Will Intel meet its earnings expectations or not?" What earnings expectations are you referring to? Is Intel expected to have earnings? Paul

To: Paul Fiondella who wrote (58922)	6/26/1998 11:56:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Fiondella - Re: " YOur Microsoft Short" I think I'll go out and buy my Windows 98 upgrade this week end - maybe it will help drive up MSFT's stock so you can lose even more money! ================================= In fact, Fiondella, I may buy a second copy of Windows 98 just for the helluvit - so that it will really help Microsoft's stock go up even further! I'll plop that unopened spare Windows 98 box on top of my computer monitor just to remind me of your Microsoft SHORT! Microsoft - $104 3/4 ! Don't you just LOVE IT, FIONDELLA? DONT YOU JUST LOVE IT? Paul