Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Mary Cluney who wrote (48443)	2/23/1999 2:10:00 PM
From: epicure	Read Replies (2) \| Respond to of 132070

It will be sad when it finally does hit. And God help us if we get anything like the one Japan got. I don't think we will. I hope we won't. I am not sure our society would fare very well in that kind of financial upheaval given the social tensions that already exist here when we have a GOOD economy. Makes me think of Monty Python- nobody expects the Spanish inquisition (substitute bear market for Spanish inquisition).

To: Mary Cluney who wrote (48443)	2/23/1999 2:16:00 PM
From: Mike M2	Respond to of 132070

Mary, in this market ignoring the clear deterioration of the fundamentals has been profitable but one day it will be costly. IMO Intel has seen its high for the year. We shall see. I'm sure you will remind me if my guess is wrong -g- Mike

To: Mary Cluney who wrote (48443)	2/23/1999 2:33:00 PM
From: Michael Bakunin	Respond to of 132070

It's better to be lucky than good, eh? I have to assume you didn't sell at 135; does the current 137 tempt you? I love the runup because of shriveling put prices. Now, perhaps I can get some July's after INTC breaks 140. Still waiting for estimates of fair value, though. I haven't given up on you -- you seem not only reasonable, but also courteous. I have given up on the Intel thread; no analysis on whether the stock is worth $135 (you for last Tuesday), $146 (DDM with optimistic inputs), $2000 (my best guess for Paul Engel), or $60-80 (me). And after I showed you how to trade out without paying cap gains... <g> Go INTC, mb FD - I am about 20% long, and only 2% in puts (see profile). When my longs love me, my puts don't. When my puts love me..

To: Mary Cluney who wrote (48443)	2/23/1999 3:54:00 PM
From: Earlie	Read Replies (4) \| Respond to of 132070

Mary: I've marked this post down for future reference. (g) I sincerely hope that you are long in only the few dozen stocks that hold this dirigible aloft, as beneath them, it's a disaster. I'm not a technical trader, but the lack of breadth is noted even by a dolt like myself. Additionally, I'd keep a finger on the PC sales situation. Q1 is shaping up to be a real downer. this is what happens when the channel gets jammed,....tough to ship. Lastly, on this round, you'll be buying Dell stock from many of those on this thread (who will be shorting it). This last episode was merely the appetizers before the "big meal". This one is going to be a bear's picnic lunch. (g) Best, Earlie