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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: Bilow who wrote (2465)3/11/1999 4:33:00 AM
From: Gary Wisdom  Respond to of 2578
 
Bilow, I'm not worried about you setting up a short position in any stocks unless you're as wealthy as Soros. <ggg> Seriously, thanks for the detailed explanation on memory. While not an engineer like you, I still think you're being a little shortsided at this point. Just because CPUs have limitations on bandwidth now, doesn't mean a year from now that won't change significantly.

Anyway, thanks again for the info.

BTW, you might want to post on the Rambus thread (if you care). You have one of the more intelligent bear arguments I've read. Most of them go something like this, "Intel sucks and that's why you should short it" <ggg>



To: Bilow who wrote (2465)3/13/1999 10:50:00 PM
From: lin luo  Read Replies (1) | Respond to of 2578
 
Carl,

I remembered I asked you a question long time ago regarding how much you need to know to trade, down to the components? Seems I got the answer from a recent joke I heard. I don't know how many people know this joke.

It is about the the relationship between the knowledge and money. I need two assumptions. First, Knowledge (K) is power (P); second Time (T) is money (M). So, I get the two basic equations:

K=P and T=M

Since Power=Work/Time (P=W/T), we get M=W/K, which means

Money=Work/Knowledge

I assume everyone has at least little knowledge to eliminate the zero. Seems there are two ways to make more money. Either work hard or reduce knowledge. I prefer the latter. Through the years I always try to unload the knowledge required and obtained for my three degrees. I always flunk when I say something based on my knowledge. It can only improve my confidence, not my performance.



To: Bilow who wrote (2465)3/15/1999 8:57:00 PM
From: lin luo  Read Replies (1) | Respond to of 2578
 
Carl,

Okay, your predication for $299 PC is true now.

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