I came very close to selling off some of our
shares, with this 4:1 rather than 3:1, but geeze,
if I could hang on to dpii for the past year, longer
even, then I'm not going to let a VC liquidity sag
chase me out. And who can say, maybe it never comes.
Mostly I thought it might be fun to try daytrading
again, but not sure if I am up to it.
But at ~$320M, I certainly do not think the shares
are overvalued at all, maybe perfect. Some things
I watch (maybe Arqule for example) look a little
cheap. But I wonder if some things are simply
out of fashion--so they'll sag through the end of
the year, cheap, cheaper. You ever read the arql
board on Yahoo? Poor bastards, seems like they've
been slogging it out in that for years.
Basically, you fall in love with a stock, and soon
you're underwater, so you call yourself "an investor".
So be it! Listen to me, I haven't even seen "INFI" in
our accounts and I'm getting all cynical. It is a
whole new ballgame, let's given them a chance to do
some things right for a change. |
