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Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: Wren who wrote (1862)	11/24/1998 8:50:00 PM
From: R Chen	Respond to of 2346

Wren, Interesting commentary on Erricsen . I seem to remember several years ago that Erricsen bet on the wrong technology and had to backtrack. I see a parallel between Erricsen and JD.He seems unwilling to change his opinion when he has bet on the wrong horse! I have cancelled my subscription because of this unwarranted enthusiasm for stocks like Cppky,LSI,and CD. I have learned to watch the leaders in market for signals which way it might be heading. IMHO some of JD's stock corrected before the market corrected and were beaten down further as the rest of market corrected. I am watching CD and LSI as a forbearer of a downturn. I think i'll call it my laggard watch. Good luck on your search for new investment letter! R Chen

To: Wren who wrote (1862)	11/25/1998 9:26:00 AM
From: psyched	Read Replies (2) \| Respond to of 2346

Thanks, Wren, for a very interesting link. With regard to his JD's (Dessauer, not DeBry) multiple excursions to China, he was most likely "looking at" having his ego stroked by various CEOs & IR folks-- his "good friends" at his "fine companies". Never seem to hear fundamentals from him -numbers, gross rev., increasing margins etc. Again, he's too busy focusing on the superficials- construction & buildings in the port cities--not vacancies. Thanks for your considerable input. Much more gained here than in IW.