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: Alohal who wrote (51015)	3/9/1999 6:27:00 PM
From: accountclosed	Read Replies (1) \| Respond to of 132070

If I tell you how to post a link, will you return here Subject 2993 or find another rock to crawl under, never to come back? <g>

To: Alohal who wrote (51015)	3/9/1999 6:36:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Aloha, It is not financial advice we are talking about from David Tice. It is him mentioning a fact that CNBS has been avoiding like the plague. Also, I enjoyed the fact that Brian, the bull in the debate, agreed with him. He said that tech looked puny right now, but would recover, which is a position that is defensible, since nobody really knows how things will be at year end. The thing I object to is folks who say that tech cos. are doing great right now when they are sucking wind. MB

To: Alohal who wrote (51015)	3/9/1999 7:22:00 PM
From: Ilaine	Respond to of 132070

This is an ad hominum argument, it is specious and irrational. Facts are facts. Edit: I see Antoine has bought your silence. Please forgive my post and don't respond. Sorry, AR!

To: Alohal who wrote (51015)	3/9/1999 7:38:00 PM
From: Eggolas Moria	Read Replies (1) \| Respond to of 132070

<<Perhaps someone could enlighten me as to why Tice is a good source or info?>> A reasonably good question as the answer depends upon the type of information. Tice made his reputation analyzing financial statements in a manner similar to the Kellogg's, O'glove and Staley. When it comes to ripping them apart and finding the shenanigans, he's pretty good, which is why institutions spent $10,000 per year to get his stuff a number of years ago (my last contact was ca. 1990). Analyzing information isn't really the same as making a good call on a stock's price. There are too many variables involved. Moreover, looking at a Bear fund during a four-year bull market is bound to show some pretty bad numbers. But if I remember correctly, the fund was up substantially during the late summer/early fall dive last year. In any event, the questions are where did Tice get the information on PC revenues and how reliable is the conclusion? Tice will probably make the information known through his Behind the Numbers research report.