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To: Carl Held who wrote (69971)12/18/1998 1:51:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Carl, Burke, Fleckenstein, Michael Metz: all messiahs to lead one down the bankruptcy road.

>>>A fluff stock and a fluff company are not always one and the same. A company can
be a perfectly fine business but still have a stock that is incredibly overpriced
relative to its value as a business. Some of the fluffiest include Micron
Technology (MU), Intel (INTC), Fannie Mae (FNM), and Freddie Mac (FRE), the
two taxpayer supported mortgage derivative hedge funds, Novellus (NVLS),
Applied Materials (AMAT), all the personal computer boxmakers, but especially
Compaq (CPQ), Gateway (GTW) and Dell (DELL), most logic chip makers, all
the banks, all of the brokers, but especially Charles Schwab (SCH), all the
networking companies and all of the fund management companies. As I said,
finding overpriced stocks in this market is shooting fish in a barrel.<<<

So why don't you knock yourself out shorting all those companies' stocks and report back in a while!

Tony



To: Carl Held who wrote (69971)12/18/1998 3:52:00 PM
From: Joseph S. Lione  Respond to of 186894
 
Carl - "...finding overpriced stocks in this market is shooting fish in a barrel"

Can I infer from this statement that you currently have a large short position in those stocks? Or is this all merely theoretical knowledge?



To: Carl Held who wrote (69971)12/18/1998 4:21:00 PM
From: greg s  Read Replies (1) | Respond to of 186894
 
Carl, re:finding overpriced stocks in this market is shooting fish in a barrel
Shoot away, my friend ... but be mindful not to shoot yourself in the foot!
Greg.



To: Carl Held who wrote (69971)12/18/1998 6:16:00 PM
From: Russ  Read Replies (1) | Respond to of 186894
 
Hi Carl: Just picked up your post. Now that you have listed all the stocks I need to get out of I was wondering what you have in mind for most of us to go into???? You wouldn't happen to be short all these Co. would you??? If not it must be rough trying to save all us investors from ourselfs. If you don't get over this soon may I suggest about 4 sleeping pills and a 12 pack of Budweiser and get a good nights rest. We will talk about it Monday. Russ