Did not actually see the discussion here.
5801: Change of strategic direction (light), impending end to losses (darkness), liquidity (water), JDSU (valuation, access to tech know-how), and above all, a management that apparently is "getting it".
The same guy who got me into 9984 is getting me into 5801, and he is living in Hawaii already. Our daily schedule was ... during the Chinese New Year (there were 3 guys and two girls)
6:00am CNBC watching, Starbucks Ice Coffee at 1/4 HK price
7:10am sun rise (water calm and warm enough for swim) watching
9:00am Macadamion pancake, Portuguese sausages
10:00am wake up the wives and girlfriends
10:05am play Unreal Tournament and wait for the girls to get ready for nothing, interrupted only by kitchen runs for Guava juice
11:30am road trip or walkies, musings about i.net and e.com
1:30pm lunch, more wanderings (nearly choked on a piece of fatty Korean BBQ beef strip as I was putting in a brave order for 9984 warrants). Life flashed before me "dying in a Korean fast food place, with Softbank on my mind".
6:00pm Unreal Tournament, side tracked by Asia stock watch
7:00pm Dinner at Japanese, Chinese, Italian or BBQ
9:00pm Unreal Tournament for the boys, video for the girls
12:30 lights out and next day is (thank goodness) the same
Let's not tire ourselves excessively.
Now I am back in brazen, brash, blazing Hong Kong and the Golden Dragon is going well. |
