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Strategies & Market Trends : Roger's 1998 Short Picks

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To: clochard who wrote (6695)4/10/1998 10:25:00 AM
From: Pancho Villa  Read Replies (2) of 18691
 
I haven't read recent Craig's posts here at Roger's but have read some addressed to me in which difference of opinions on YHOO have been mentioned. I hope that things cool off and that he continues to post here as I value a smart contrarian opinion greatly. In the other hand, there are a few things I would like to point out to him and others, so I hope he reads this post.

A bit of history, the first time I came across Craig was at the COMS thread, he was short the stock, I wish I had followed his advice, the stock at the time was trading in the high 30's range, I ended up selling most of it at 36+ when they missed the quarter and the stock didn't move much!

Why didn't I give Craig's posts the attention I should have? My own answer to the question is that I perceived Craig as being a bit harsher than the average SI poster, that colored my view of his posts. I must admit that may lack of "giving proper attention to his posts" can be constructed as being my own fault. However, my humble opinion is that if he is really interested in helping the little folks at SI (as I think he is) being a bit more polite may make his posts more persuasive. However, it may be the case that he does not really care about how others perceive his posts!

As far as I am concerned, I came to accept him the way he is. We frequently exchange public and private posts. It is difficult to change people. This being said, when it comes to Roger's thread, I always try [not always successfully] to remind myself about Roger's opening statement regarding civility:

Ups! he forgot to mention this in the 98 thread! Roger: please talk ti Jill to see if you can change the first post!

I have myself violated this rule in several occasions. I am tempted to use self-defense as an excuse where there is none. Thus I apologize for any harsh words I have used i my posts.

I guess I cannot force anyone to abide by wishes of the person who started this thread, but I am willing to do my part setting an example.

Pancho
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