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: Knighty Tin who wrote (54479)	4/3/1999 9:06:00 PM
From: moonsparks	Read Replies (4) \| Respond to of 132070

Mike, I have lurked on this thread for a long time and have some questions for you. I am a gen-x'er who has limited experience in the market. When I first started putting money in the market, I believed the hype about the new era, forever growth in the economy, etc. I even got into TA, which I totally disregard now, along with all the new pair of dimes hype. I think that the reason so many people believe in TA is that anybody can "do" it. Anyone can draw moving averages and "trend channels" or whatever, and make a forecast that has a 50/50 chance of being right. Fundamental analysis is infinitely harder. Speaking of which, I know that you have said before that you did not major is economics or finance or anything like that in college. So how did you learn about the market/economics/finance before going to Wharton? Are there any books you would recommend on the topic of fundamental analysis of stocks? Also, from what I've read on this thread, I know that you believe that the growth of the PC industry is dead. And that this in turn will cause the end of the current tech cycle as well. If that happens, what do you think will be the driving force behind the next tech cycle?

To: Knighty Tin who wrote (54479)	4/4/1999 1:03:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

To All, Predictive synopsis of Mikey Dell's presentation to analysts next week: Dell says that the co. is hitting on all cylinders and is growing at many times the negative rate of the rest of the industry. <g> However, he is nonplussed by the fact that he has been so brilliant in the past that the current quarter may only appear to be outstanding instead of brilliant, in comparison. He asks analysts to realize that the new lower growth rates are terrific. Also, he mentions that Dell is now in the sub-$1000 PC area which they would never enter. He asks analysts to learn to love the lower growth rates and stack them up against the official pe ratios supplied by Abby Jo. If they do so, the stock can hold up long enough for Mikey and his gang to unload many million more shares on the suckers. The meeting ends with a standing ovation for Der Furhrer. Analysts report that Dell is growing like a week and buy, buy, buy. Some non-Wall street types note that Dell called for slower revenue growth and lower margins and that the stock sells at a huge pe ratio relative to its new, lower growth rate. They are stoned by peasants carrying pitchforks and torches. <g> MB