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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: MGV who wrote (2058)	5/10/1999 5:32:00 PM
From: Pierre	Read Replies (1) \| Respond to of 2542

I see I've made the mistake of trying to grab the tar baby. First you call Paul a joke, and now you call me ignorant. I'm not impressed with your concept of substance. In reference to the hedge play described by Paul, I understood it, it was worth a few bucks, and it minimized downside risk. I appreciated his pointing it out. Other similar calls have been made by some savvy investors who frequent this thread, and though I haven't played them all, I understood them. It's smart investing, and I'm now a more sophisticated investor because I've been exposed to it. That's why I hang out here. I get good, usable information. I've perused your posts. You disagree with Paul's valuation model. Fine. You have a better model, I presume. Lay it out. You have a play (long, short, hedged - whatever) you think works in reference to that model, lay it out. Resorting to name calling is just noise on the thread. Pierre