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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (46630)	2/2/1999 12:31:00 PM
From: Loki	Read Replies (1) \| Respond to of 97611

Michael D.Burke...response to yesterday's posts. After reading your posts it appears that you uphold many fundamental values in judging corporations. As you are aware this is presently not a popular position towards the Stock Market that considers little of that. You might even be labeled.....a "BEAR"!!! Your prediction that we are heading towards a cliff is correct. How far away from the edge are we?...Not sure. How deep is the fall?...Is there a ledge?...Or safety net?... Not sure. Will all our stocks correct lower than our initial investment? Will we meet our long-term investment objectives? Let me add another concern to your volumes of concerns. There is wealth, corporations have cash,...the liquidity is amazing...yet no inflation. (not yet)....hmmm ----------------------------------------------------------------- RE:"IT budgets will be directed away from new buys" - I also believed this...but revised my view thinking that the way to fix Y2K for many corporations was to scrap the old and buy new equipment. ------------------------------------------------------------------ If you are bearish on CPQ, DELL, INTC, etc., I wouldn't venture to hear your opinion of the internet stocks. ------------------------------------------------------------------ RE:Americans are saving less.....does this include their investments on Wall Street? The bank savings account used to be a secure low return investment vehicle. Recently, the economy and feeling of security has allowed them to shift that investment for a higher return to the stock market. This is only a rotation and should be added to the savings number. ------------------------------------------------------------------- Loki PS....every time I use the SI previewer internet is highlighted in red. The SI previewer must understand their earnings status.

To: Knighty Tin who wrote (46630)	2/3/1999 12:11:00 PM
From: uu	Read Replies (1) \| Respond to of 97611

Dear Burke: > I would bet on Dell and Compaq to continue to gain market share if the stocks weren't between 200 and 500% overpriced. Interesting indeed! If I recall correctly not more than 4-5 montsh ago you said the same thing about XLNX when the stock was in the high $30's (and the semi industry in general) (- and after of course mocking me with your usual arrogant idiotic attitude)! If I recall correctly in case of XLNX you basicaly said the stock (at $38) was overpriced and was doomed to go down big time. Well, 4 months later XLNX is in the low $80's and their business (and in general semi industry) has started its long awaited boom! Now I have a hard time understanding how can semi industry go through a period of prosperity and boom without the PC industry participating in that boom! But then again who am I to argue with you? After all you are a self claimed god of investment and I am just a small investor! Best Regards - Addi