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To: Stitch who wrote (4535)1/26/1999 11:56:00 AM
From: Dennis R. Duke  Respond to of 5058
 
I fear you were emotionally edged out too soon to recover your position and then rushed back in at a point that likely did not make sense as an entry point.

Maya coupa! I probably did not spell that right, but you get the jest.
I did act hastily and it has cost me short term. But I expect that will work itself out. Since I am not working right now I have too much time to watch and think about what might happen in this cash rich investment happy market. The Yahoo's of the world come to mind all to quickly.

Thanks for the thoughts.

As to analyst, I question their motives. I loved buying IRIDF on an ML upgrade only to be down 30%ish and have ML be the lead in a secondary at the lower price. It stinks that they set-up their clients for the fall. I won't be following analyst advice again with my own DD.

I would prefer to be their before they get the idea to write it up. And that way benefit from the stocks promotion through the analyst reports. I believe RDRT is in this mode now. I expect analysts soon to get a clue that all those computers being sold require hard drives. And the new video cameras, in my opinion, will be using hard drives and DVD chip sets in place of VHS tapes, but that is just a guess of what is to come. Oracle strategy of centralizing massive databases will also require huge hard drive farms. The possibilities go on.

How are things in Asia? Will Korea be the first out of the woods?

Later, (-8 Dennis 8-)