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To: Cynic 2005 who wrote (43764)5/28/1999 10:08:00 AM
From: Edwarda  Read Replies (2) | Respond to of 86076
 
First of all, Chuzz is not always a bull. As I observed, I have him bookmarked and he has made some excellent cases for selling as well as for buying.

Second, Michael Burke is a sharp guy, but he is not a god. Chuzz is correct when he points out that Michael at times misuses or even distorts data such as trade information to defend his theses. I've watched him do it.

Among the pitfalls in his arguments, he seem to think that a market the illogicall and outrageously values internuts will value Cisco on very logical term. If he ever conceded that the valuations of Ciscos, Dells and even Microsofts of this world are gratuity of the Bubble not the bull brain

I'm having a problem understanding what you are trying to say here. I don't think he would disagree with the statement that these three, along with AOL, are ways that the less nutty are looking to participate in the explosion of the Internet. They are also "safe havens" for money managers who want to stay in technology but are dismayed by the periodic explosions in many other stocks.



To: Cynic 2005 who wrote (43764)5/28/1999 11:08:00 AM
From: John Pitera  Read Replies (1) | Respond to of 86076
 
If he ever
conceded that the valuations of Ciscos, Dells and even Microsofts of this world are
gratuity of the Bubble not the bull brain, I would have had more respect for him.


funny and very true