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

To: rupert1 who wrote (32315)	9/4/1998 4:18:00 PM
From: Ada Marie	Respond to of 97611

Vepoc....Actually, I fully agree with all the points that you have made. I own CPQ because I believe it will prove itself in the long-run .....definetly not the 4th quarter or 1999 1st quarter. My point regarding Bernie Scaffer: according to some subscribers, he has a poor track record; in other words, take what he has to offer with a grain of salt. There is so much information and time is so critical that those who advise must report useful, unbiased, and credible information. As far as the market, I have moved the majority to cash. I gradually sold when analysts sounded less bullish (beginning around March). What is left is in NMGC, SGI, CPQ, and Mutual Funds. I held some Mutual Funds-like Janus Twenty- because their portfolio comprises those stocks that people will run to first when the market turns. (I may sell NMGC due to exchange rate concerns) I believe next year will be difficult...this is only my perceptions. It troubles me when people say: "if only the Fed would lower interest rates" (low interest rates is not the whole equation to a strong economy nor should be the driver for protecting an investor's profits.) "a stock is cheap here" (relative to its previous "overvalued price" What about conditions going forward?) On a good note: Larry Kudlow on CNBC stated my sentiments: We are fortunate that the US has the ability to be flexible. In my opinion, the economic premise that resources are limited is wrong. I won't expand here, and it's not a new idea. However, it changes the economic equation. I am rambling on...if you got this far, thanks for listening.