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To: Tunica Albuginea who wrote (34543)1/12/1999 7:25:00 PM
From: 16yearcycle  Read Replies (2) | Respond to of 164684
 
Dreman is one of these guys with a 16% per year record since 1980. To be fair, they operate under vastly more difficult conditions than you or I, but if I was doing 16%, I would be suicidal. He doesn't have the advantage of buying 2-3 leading tech stocks and sitting on them.

He is a good value investor,and would never touch an area like this. His opinion is worthless applied to these circumstances, just like mine.



To: Tunica Albuginea who wrote (34543)1/12/1999 9:27:00 PM
From: KeepItSimple  Respond to of 164684
 
> Internet stocks a disease". this is actually what Dremman said:

Did you watch the segment? Sue Harrea (sp?) introduced him by repeating his quote about internet stocks being an infectious disease that should be avoided.

I have no doubt that he said it, because he didn't say "Hey, I didn't say that!" when they cut to the live shot.