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To: Bill Harmond who wrote (100990)4/15/2000 9:33:00 AM
From: Sam Citron  Read Replies (1) | Respond to of 164684
 
William,

I'm sure you will agree that selective disclosure can be quite misleading. If you choose to post your trades, why not post all of them? And why do you choose to avoid an innocuous question about your cash reserve position?



To: Bill Harmond who wrote (100990)4/15/2000 9:51:00 AM
From: Robert Rose  Read Replies (2) | Respond to of 164684
 
You are mighty brave. While apparent bargains abound, I plan to only day trade, if at all, through the May fomc meeting. It's wait-and-see after that through summer. Just looking at the cream, with bvsn p/e of 419, aol p/e of 135, yhoo p/e of 619, brcm p/e of 350, csco p/e of 159, there is still plenty of room for downside if investors choose that mindset. As I can't see any upside motivators any time soon, why risk it?


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