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Strategies & Market Trends : Value Investing
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To: Ryan Hess who wrote (12168)3/13/2001 12:51:45 PM
From: Terrapin  Read Replies (1) of 78485
 
Hi Guys,

We have our three but I wanted to say that I still hold 2/3 of the position I bought the last time it hit these levels. I posted it here at the time.

Although I regret not selling more I can't complain about profits (can I?). I still see it as a cash play with an outside shot at some very nice growth if they happen to hit the right button with one of their consumer electronic devices. In a time when everything tech is going down I see the cash as their get-out-of-jail-free card.

COMS no longer owns PALM in any substantial amount. Unfortunately, I do.

Best,
Terrapin
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