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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: HG who wrote (20238)2/28/2000 11:51:00 AM
From: The Phoenix  Read Replies (1) of 63513
 
I've been tracking PALM closely since last september. Me feelings regarding the company, their management, and their strategy sans PALM are well documented on the COMS thread. I agree - management is terrible. Clueless??? I'm not sure, but they certainly haven't figured out how to execute and only understand competing on price - Not good.

I think you're going to get a $5-$10 ride on the IPO hype. I'm actually going to dump 1/4-1/3 of my position pre-IPO - just in case. Lock in my gains.

NT - I'm not short but I'm no longer long either. LU is a definite long term buy. NT...worries me but I'm not shorting.

OG
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