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To: Shafik Habal who wrote (23458)8/4/1999 9:22:00 PM
From: larry  Read Replies (1) | Respond to of 27307
 
Sir,

I can understand your point and I also believe that AOL is not an ordinary company that provides DSL. Otherwise this issue should have a straight flush to the toilet like EBAY. However, in most optimistic situation, AOL is FULLY valued at current price and there are better opportunities elsewhere besides nut territory. I made tons of $$$ on nuts but also lost some between April and May. I guess that best strategy I used in the past weeks is to avoid longing nuts and I am very happy when Nasdaq dropped 11%, my portfolio actually increased 10%. I guess that one should stick to winning strategy....the days that daytraders ploughing issues with 20-50 point sway will be gone for a while.

good luck,
larry