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To: Glenn D. Rudolph who wrote (109428)	10/3/2000 1:11:18 PM
From: GST	Read Replies (2) \| Respond to of 164684

Glenn: If we did not discuss high risk stocks or things that have a bearing on high risk stocks, then there would be no thread -- I have no problem with that whatsoever, that is why most all of us come here. The question is, if you invest in high risk stocks, what can you do to make sure you don't get killed in the process? If we made a scale where 100 is perfectly safe and 0 is where you are almost certain to lose your money (a lottery ticket for example), where do you want to be? Your risk profile is centered on your business -- lets give your portfolio a score of 70 -- a guess, but also a yardstick. I would guess that on this scale William's "portfolio" comes in around 10-15 -- meaning you should not hold this portfolio unless you are prepared to lose most of the money in that portfolio. Could you make a killing? Yes. Could you get killed? Yes. People on this thread DO need to ask, "am I preapared to lose this money -- all of it?" If not, how should I dissipate the risk. These ARE fair questions.

To: Glenn D. Rudolph who wrote (109428)	10/3/2000 2:11:15 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 164684

glenn, gst's approach is more macro. btw, he did say arba was trading at some odd hundred times eps with losses. arba MIGHT outsize orcl. probability is exceptionally, low, though. b2b very well could go in a similar direction as b2c. most hype junkies jumped erroneously on b2c and now b2b is their wagon of choice to carry them to the promised land. i think gst's point is valid. what is so great about arba? great execution? i think being profitable is required before statements like this s/b made. anyway, it could be big. current owners better hope so or a 90% hit could leave this puppy still expensive. a stock moving up doesn't necessarily predict success. amzn proved that.

To: Glenn D. Rudolph who wrote (109428)	10/3/2000 3:16:06 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

> I bought ISLD in the mid 50s due to bullishness of this thread on that security Glenn, you also bought Bvsn,Itra,Vcnt,Vert,and Vign! What's that got to do with GST? I can't believe your messing with GST for one bad pick when your idol Billy, took you into a dozen. Btw I guess Phcm makes up for it! Don't you think?

To: Glenn D. Rudolph who wrote (109428)	10/3/2000 3:48:20 PM
From: GST	Respond to of 164684

Glenn: I came out of "retirement" to warn about this downturn. For my efforts I know I have to listen to William describe me as the "laughing stock" of all his investment friends, as "clueless", the "chicken little" of SI, a chronic "naysayer" -- and I have been told by William that my views are "bullshit" because he has more money than I do. My views have been constantly mis-represented as being inconsistent, completely unfounded and about as relevant as "asteroids". This is the sort of thing that William does -- I learned to accept his as the price for expressing my views on this thread, although ironically this is exactly the sort of behavior that he cites in the terms for the "new economy" thread" as unacceptable. But I do expect more from you because I do not think you would normally join in on that sort of thing. I am boarding a plane for Singapore in a few minutes and may be out of touch for a while. I wish you peace and happiness and the good fortune deserving of a thoughtful and considerate person such as yourself. Good luck my friend.