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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.12+1.6%3:59 PM EST
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To: GST who wrote (125074)5/16/2001 12:27:50 AM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
<i.I was clearly wrong to expect great things of ISLD. I did not pay enough attention to their losses and their need for capital. When they did a secondary for $900 million a little over a year ago I thought they could ride to profitability

GST,

You and I both know it is impossible to be correct on every firm and their future. Remember how bullish and clarly wrong I was on Ariba which you saw right through. I truly belie AKAM will be the only firm to be the major content delivery firm in time as you have confidence in ITWO. Just do not buy AKAM based on my belief<VVBG>

The advantage of the thread is to take the ideas from others, try to determine if they are correct or even possibly could be correct and make a personal decision to act upon it. There is no one that will always be correct. There often are some that may always be incorrect which could be me;-)

That is why I hesitate to ever blame a position I took because someone recommended it. Truely, the final decision with my money is alwyas mine. But one may miss an opportunity in the event one does not have it brought to their attention with the many thousands of equities out there.

I thank you for your recommendation of ISLD and althought hat one did not work out to perfection, that does not preclude other ideas of yours. ITWO for example may be a great long term hold. I would trade you some ARBA for ITWO but I sold all I owned LOL.
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