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To: Electric who wrote (57406)11/14/1998 7:44:00 PM
From: HairBall  Read Replies (1) | Respond to of 58727
 
Electric: . There are reasons that some threads maintain a level of civility and others dont.

What are they? <g>

Regards,
LG



To: Electric who wrote (57406)11/15/1998 2:00:00 AM
From: Lee Lichterman III  Read Replies (2) | Respond to of 58727
 
I wrote you a nice long answer then got an illegal operation message and lost the whole thing. Too tired to re do it. Yes I am always thinking of MU puts but I am going to await the Fed meeting and besides, X-mas is a bad time to short them usually as the X-mas lies as Michael Burke calls them tend to keep PC makers and Semi companies going up despite fundamentals. I have support for MU around where it bounced Friday (44) then 40 then 35 areas. I am just worried if the Fed does cut and more irrational exuberance comes in, MU will go up like the internuts. Some of the stuff floating to the top lately is not the cream <g>

Did you see Nightly Business report Friday. Michael Dell slipped up when speaking for once. He said he expected them to maintain a growth rate of 25% over the next 5 years. If he is saying that allot, look out below. 25% growth does not equal a PE of 80+. DELL could be on sale a lot cheaper than where people think it could be. Might want to wait before buying more and see how it gets treated.

Am extremely busy this weekend and don't see things lightening up for a while. I can't believe we have a Fed meeting in the middle of this Iraq mess. I may just go all cash and sit things out until I have more time. I have missed a lot of trades recently and was just up 50% and let it slip to where I am even to slightly down due to work.

I was thinking about something today. Many think if we don't get a cut, we will pull back. It occured to me today, why should we? Since the last cut was in between meetings, we now know that AG will cut if needed and he won't wait until a scheduled meeting to do so. Basically if we need a cut, we will get a cut. I personally don't think we will get one Tuesday but maybe the market won't pull back too hard anyway. Am I full of it on this matter? ( I know I am on everything else).

Sorry to hear about the pilot you lost down there at Hill AFB. Seems these things always happen in threes.

LG - concur with your points. I am tired and have hundreds of posts to read through and it took me 1/2 an hour to wade through the TSO thread to find the ones that had stocks talk on them.

Lisa - I don't mind a few posts, I even stuck up for you numerous times in e-mails to the web mistress on your behalf but there is a limit to how many posts on these subjects before it gets excessive. I do value your news and miss your posts.

Good Luck,

Lee



To: Electric who wrote (57406)11/16/1998 9:29:00 AM
From: Linda Kaplan  Read Replies (1) | Respond to of 58727
 
I agree with you about MU puts. I'm holding some, myself. :-) --Linda