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To: Ed Forrest who wrote (2011)2/1/2000 5:55:00 PM
From: im a survivor  Respond to of 35685
 
Thanks ED....you know me....I speak my mind...don't hold much back. But I really did not mean to disrespect anybody here....If you know me, then you know there will be no mistaking if I decide to disrespect somebody<ggg>.

But honestly, you must admitt, there are some really sharp folks here on the porch...jmac included. I just don't understand why people let their emotions get so out of whack...especially when they know better. Heck, if the story changes, I'll be the first to admitt it and bail, but if the story hasn;t changed, I see no reason to panic.

Glad your on board the Q express. I really do think the story is just beginning. When I look at the future, I see the Q having a huge part in how we communicate. I think the next few years look very good as we are just getting started with the wireless revolution. China is onboard, and we will conquer the rest of the world in due time.

CMGI also looks very good...havent seen you over there, but there are good folks over there as well. Great company and very attractive at this level. I feel very, very good having large chunks of companies such as qcom, cmgi, jdsu, sunw and etc, etc.... Buy AOL is getting whacked. I love the deal, but think it will be awhile before aol does anything. I got out of most of my long position at higher levels...still hold some, but not near as much. Less then 1% of my holdings. I have a few leaps at cheap strike prices so we will see what happens, but it will take some time. I also wrote CC's on my remaining long aol shares...couldn't resist. If it stays flat or down, I'll keep writing them. Who know's, I may just make more in premiums over the next year, then what the shares are worth.....

Have a great night

Keith