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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: Dr. David Gleitman who wrote (35410)	12/14/1999 11:33:00 PM
From: Marvin Mansky	Read Replies (2) \| Respond to of 41369

I have a problem selling also. I sold a large position in AOL at 81 and can kick myself for selling a large position in Sun Microsystems at 126 (62.5). I just bought 4,000 shares of SUNW at 75.75. I hear it is up on Instanet in sympathy with Oracle. So you are not alone. The option game is so upsetting, that I avoid it like the plague. I would rather sell too early and take profits which I am happy with, than not participate in a run to the upside due to selling a call that is In the money. I trade my IRA and Roth, so there is no tax consequence. I do not trade my cash account too much due to the tax consequences. Have a good evening. Thanks for the good post.

To: Dr. David Gleitman who wrote (35410)	12/15/1999 10:50:00 AM
From: yellowfintuna	Read Replies (1) \| Respond to of 41369

I follow with great interest and attention your posts becasue I am not doing active options trading. What occurs to me is recordkeeping. How can one correctly and accurtely track alternative investment transactions. Do you keep separate little watch lists tracking one investment action vs. the other? This seems to me to be critical in determining the success of one's different decisions. And also in managing my own self esteem. To me it seems like too much work to try to demension the "what-ifs". What if one would have put all their money in Aol, everytime there was cash to invest? Would this strategy have reaped more $ then then all the options plays? I keep coming back to the "keep it simple, stupid" strategy I have been using for the past 18 months. But my hat is off to you for your guts and fortitude. PS re ATHM/MSFT/et all. They are playing catch-up. AOL has the intellectual resource to pump out the money. Remember when Gates wrote his book on the information highway and left out the internet and had to do a rewrite in 3 months? Also. ATHM is limitted by how many trucks and workers they can employ to hook people up.. They "pass" 20 million households and only have 1 million subscribers AND they only get $13. for each subscription and nothing for the advertising and e-commerce piece. Check out the business models. AOL has clear superiority in the way the money pumps. Sure we all want speed by the 21 million AOL subscribers will not "jump" so quickly and lose their e-mail and pictures and favorite places and ease of navigation. By the time broad band is widly available from dsl, satelite and wireless we will be able to get AOL with out changing ISP. Boy am I wordy today. Better go fishing. I just have 5 or 6 stocks at a time and track them on separate watch lists.