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

To: MonsieurGonzo who wrote (3553)	8/23/1998 6:42:00 AM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

Packaging costs more than contents... You initiated a stream of ideas: Packaging costs more than contents Packaging - in a transferred meaning - involves the shops. The price of a bread became 10-times higher - when we eat bread today we pay with for this "jewelery-shop" where the bread was sold. A step further we can pay for insurence-costs against our today's mafia called "lawyers". (you can become blind if you put old bread in your eyes...) The hardest step is that the part of bread in bread is disappearing - making space for corn-substitute, natural-identic vitamins, ovulation-suppressors and so on... Distribution channels archaic What about production-logistic? Products with more transports-costs then "use"-costs? Will this trend ("Importbeer") stay forever? Will the product-price sometime represent the real production-cost? Can we substitute the image-substitutes through real values? the issue for management is finding new jobs in an industry that has potential for growth How long a society can stay the financing and the damages of meaningless production just for generating jobs for not needed managers? It's time to consider "nega-jobs" (analog to "nega-watts"). A certain person is highly motivated, aggressiv, rude and prefers abnormal sexual practices? Shall we let him define our future or pay him an appropriate money for doing nothing? LEAPS I would recommend equities rather than LEAPS, until growth is evident I made bad experiences doing this. The premium for a leap is sometimes cheaper than the possible loss of the underlying. It's not long ago, I lost through a single 1000-intc-share-trade more than 22k - would I have bought 10 contracts instead, my loss would have been by far less. The argument, that I can wait till the stock comes back sometime, implicates 2 misunderstandings: First I spended a ressource (cash) targeting a gain - waiting is a meaningless strategy without hope on movement. Second even waiting cannot help when you was fundamental wrong. A Novell (you remember this company? <G>)- owner can (a German slogan) wait till the end of the time without getting his money back. Just a remark - don't consider a foreigners opinion too hard... Jury

To: MonsieurGonzo who wrote (3553)	8/23/1998 3:23:00 PM
From: Berney	Read Replies (2) \| Respond to of 11051

MG, RE: GM This is a very interesting chart on GM that was posted on the BK thread yesterday: decisionpoint.com Sure looks like a classic historical pattern. Thanks for your observations on SLE. The monthly trend in place from 1988-94 does come in to place at $30. In any case, since its not on the Big Boyz list, its not one I'd commit to, but the chart is similar to many that have gone parabolic since early 1995. They all have skeletons in the closet. The investment community has responded for the most part by keeping the closet door closed. Halloween is almost upon us! But, again, the top mutual funds that own SLE (particularly Fidelity funds) were betting big on the stock last month to the tune of 8M shares added to their holdings. They sure seem to think that the problems will be resolved. Alas, we know they've been wrong before. Berney