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Strategies & Market Trends : Guidance and Visibility
AAPL 247.97-0.2%Jan 23 3:59 PM EST

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To: Findit who wrote (104489)1/13/2004 8:21:36 PM
From: MetalTrader  Read Replies (1) of 208838
 
james,

after getting a little nervous last week and selling my position on the inap euphoria, I was pleased to see the "yahoo" panic this afternoon. (my catalyst may have been the comment, "I've been a holder since 1999, and I'm out!!!" I figure if a guy who held from over $100 to under $1 is selling, doing the opposite can't be all bad)

I took a child's portion at close and a slightly larger slice at 2.16 AH.

In my experience follow-on secondaries tend to do quite well in companies with good business models.

mt
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