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 TRADER -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (3485)	8/17/1998 1:42:00 PM
From: MonsieurGonzo	Read Replies (1) \| Respond to of 11051

DJ; RE:" Sleepless in Slovakia " >slight bout of insomnia I assume ? not really - MadameGonzo is outta town, in Seattle (again) and so my time schedule tends to float around like some cosmonaut on Mir; I sleep until I feel like gettin' up, and then play with my toys until I feel like goin' to bed again. Messes up the cat's clock, though - she never knows when din-din will appear. >You know what this Monica day today reminds me of? Of the shirt-tail episode in "The Cain mutiny"... There's nobody out on the streets; everybody is just sitting around watching tee-vee. It was like this during the 'Gulf War' - then it happened again for 'O.J.' It's like this all-consuming, "shared experience" between all the citizens of the empire: We be plugged in over here, baby -- phone lines are dead and everybody flushes the toilet at the same time ( just like the 'SuperBowl' - during the commercials ;-) 200 million Americans all flushing the loo at the same time. Meanwhile, banks and brokers have bounced. I'm wondering why Berney doesn't buy CLX, and SAP is pushing offa resistance at ~54. INTC is positively erect at today's prospects. BTW, Buffett's Berkshire has flared before landing. Try to grab a few shares of GRN at or below ~230; it is BRK.B and the downside risk is probably no more than ~219 or -5% -Steve

To: smolejv@gmx.net who wrote (3485)	8/17/1998 5:57:00 PM
From: Berney	Read Replies (1) \| Respond to of 11051

Janko, Your private message deserves a public response. This was a tough weekend for me, as I believe it was for others in this sandbox. As I indicated in my BAMBI update, I made a decision to go strong equity on an intuitive feeling. Alas, even a blind man can occassionally find the light switch. When BAMBI is Bullish, I believe it is reasonable to let the profits run. When BAMBI is Bearish, as it is now, preservation of capital is of paramount importance. The buy and sell targets on the spreadsheet are, unavoidably, based upon my view of the equity markets. It is an art and not a science. My view of the the buy and sell targets is based upon my BAMBI view of where we are today. Clearly, I sold AIG too soon today at 90 5/8. However, I expect a flat week and I'll take the gain. On a 1,000 shares, not bad. But, I equally believe I'll be able to buy the stocks back at a lesser price. Such are the subjective arguments that we must make. The big issue to pay attention to is the long-term trend; it's of paramount importance. We must expect that that a stock will honor the long-term trend. otherwise, it is just wasted effort! Berney