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To: Knighty Tin who wrote (102587)	2/18/1999 11:55:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

"not a follower of herd concepts..... if that is the case and if you are a true contrarian...then buy and hold is not the herd concept..in fact it is diametrically opposed...look at the turn over ratios in most mutual funds...you should ascribe to this unique time proven concept...for it is not in favor...hence the volatility and choppy nature of the market... and if you have the vision to see loss of excellence long before others...you are truly gifted....and should benefit always... you fall in to the same trap that most do...forward vision based on past data, that you are not privy to the reality of...econometric models, forecasts...if they all held true, and the masses followed as they do, then they would reap significant wealth...we know this is not true... as far as coca-cola....to again quote the passe thinking of the diminutive investor, mr buffett.." if you gave me $100 billion and said take away the soft drink leadership of coca-cola in the world, i'd give it back to you and say it can't be done" with your infinite knowledge and models, knowing that c-c has such a high pe (which means nothing to the imbibers of the drink)...how would you take market share, remove the banana from the gorilla's reach and starve him into submission....and do it swiftly enough...before he finds another bunch to sate his appetite...i'm curious,kind sir...thou constantly theorize, but what real world application does your more than agile number analysis provide...you can't grow a successful business with " a one day at a time, let's see what tommorrow brings" state of mind....nor can you succesfully invest....

To: Knighty Tin who wrote (102587)	2/18/1999 12:40:00 PM
From: Jill	Read Replies (2) \| Respond to of 176387

"It is just that I notice that loss of excellence long before Warren" Such humility... MD, I think your entire emotional being is invested in being contrarian, probably in more than just finance, and in finding places on SI like DELL thread in which you can take that position to the max and revel in it. If you examined your real reasons for being here, and for "being" a contrarian from the get-go, and whatever emotional charge you get out of "going against the herd", you'd might be embarrassed and leave. That's my impression anyway. Jill