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Technology Stocks : Lightpath Technologies: LPTH New WDM player -- Ignore unavailable to you. Want to Upgrade?

To: gpowell who wrote (930)	5/2/2000 4:46:00 PM
From: im a survivor	Read Replies (1) \| Respond to of 1219

<<I'm kidding, of course. Actually, I found the swiftness and completeness of your change in beliefs regarding AOL interesting and amusing. >> First let me say that I do not, and have never hidden behind a wall of any kind. I say what I mean, and mean what I say. Views and opinions change. They also change only to a certain degree. My initial reaction to the aol/twx merger was fantastic, as it doesnt take an idiot to see the direction the intenet is taking and that aol/twx would be a dominant player. However, we have all heard the saying " dont fall in love with a stock".....well, the psychology of the market dictaes that we had better adhere to this. It became apparent to me soon after the deal that regardless of what I, and others think, the psychology of the situation had changed. So, what do ya do? First of all, you mention I had sold after the merger. Yes, I did sell some, but if you go back and research my post, you will see where I specifically said I started taking some off the table much earlier and at much higher prices mainly as a means of simple rebalancing. I just didnt need my portfolio to be so heavily weighted in aol. After the merger, yes, I did sell some because the pscholgy of the situation had changed and I am not one to sit on my A$$ and do nothing when there are smart things one could be doing. I also wrote some CC's, and bought some leaps...all part of what I call strategic investing. Whether I am long or short, I am what I am. I will not hesitate to knock a stock I own. I am also not one to be taken hostage by the psycholgy of the markets. Have a great afternoon