Hi Swisstrader, thanks for the heads-up as I do not often check RB in the best of times. The guy is obviously talking about you. Just kidding.
Yelling fire is never a popular thing to do. Most folks would refrain all the time. I only refrain some of the time.
There is no particular need to respond to the writer's basic message until a few months from now, as, again, if I am right, I do not have to and if I am wrong, I can not afford to.
I actually agree with the guy on several points ... 9984 is a good buy at below 5k, a better buy at 2.75k, my original purchase price. He is also correct in stating that there are risks in the company and the potential is enormous. And, yes, my euphoric ravings has turned 180 degrees many months ago. But no, I did not buy in at 160k, as long term for me started in November 1998.
If some one likes Ariba Japan, and Asia Global Crossing, they ought to buy Ariba and Global Crossing and not put up with the potential 798 pieces of potential duds, just as if some one likes Yahoo Japan, buy Yahoo, which is 'attributeably' (my word) cheaper than buying Yahoo Japan via 9984.
I do not agree that there will be a boom in the next 18 months, much less that the impetus for the boom will arise out of Asia. I state that the doom will arise out of the US. I do not know where the writer lives but doubt he lives in Asia. In the meantime, between now and longterm, there will be a considerable period where $ in 9984 would be dead money.
Using me as a contra indicator for when to buy and sell 9984 is not a good idea, as participants on this thread know, else I would do so myself.
Chugs |