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To: jim_p who wrote (69544)7/13/2000 10:40:31 AM
From: ItsAllCyclical  Read Replies (2) | Respond to of 95453
 
That's what you get for listening to Slider. Always stay on max margin baby.

Just kidding of course.

In my book it says a lot about your credibility that you're willing to admit you sold at 8.

I made a similar mistake with HOFF. Sold most around 11 thinking I could buy back at 9. I figured a 50% short term gain was unsustainable even though fundamentally it was still cheap.

I'm not going to make the same mistake here. SEI is reasonably valued around 15 at this point in the cycle. Until then it's still cheap.

Close to 400K shares traded already (2-3x the normal daily volume). I'm guessing quite a few shorts have yet to read the news. Wait until tomorrow.



To: jim_p who wrote (69544)7/13/2000 12:35:04 PM
From: diana g  Read Replies (2) | Respond to of 95453
 
Hi Jim, You know my opinion of SEI. I think you made the smart move, and I think you'll be able to buy all you want under $8 soon. (Why you'd want to is another question. <G>)

I seldom short anything, but I'm making an exception here with SEI. I think it's coming down.

regards,
diana