Vodafone-Airtouch (NYSE: VOD) Message Board

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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)

VOD 13.44

+0.4%

12:30 PM EST

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To: David Wiggins who wrote (1195)	9/9/1998 11:02:00 PM
From: Mark Marcellus	Read Replies (2) of 3175

C'mon folks, even if we assume that Steve is short I'm not sure how that's relevant to the discussion. If anything, an investigation into his shorting activities should add to his credibility if he is indeed here because he's short. I bought this stock when it was at $25. At that price it seemed incredibly cheap. The PE was high, but I was willing to accept that because they're a well run company, because of their subscriber growth, and because the name of the game at this stage is market share. I still believe that, but it's not nearly as comfortable a hold at $60 as it was at $25. I welcome anyone who wants to try to persuade me to sell this stock. I already know why I'm holding, if anyone has a compelling argument as to why I shouldn't I'm all ears. FWIW, Mark

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