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To: Robert Rose who wrote (2558)	10/30/2000 6:15:23 PM
From: Robert Rose	Read Replies (2) \| Respond to of 57684

ps. one's margin position doesn't even have to be consistent, as long as it's defensible. My problem with some gurus here is that their position seems to be cast in stone. It's ok to be buying and holding now. I'm doing that too. But I'm also trying to figure out how one can do so and not lose their shirt. That discussion has been pretty thin here.

To: Robert Rose who wrote (2558)	10/30/2000 9:28:04 PM
From: Tom Kearney	Respond to of 57684

Rob, I posted several messages with numbers and links to support my opinions. Neither you nor Mama B addressed any of that evidence, nor presented any of your own. Neither of you offered anything but your own vague opinions, not even some sort of logical discussion about earnings of companies today vs historical values. I don't owe you anything. I told you many times I am not interested in discussing portfolio allocation. The only reason I ever mentioned the amount of margin I had at that time, was to explain how little I was interested in the allocation question. We do not have a contract where I keep you up to date on my margin situation. I did not castigate your opinion that allocation was important, only that the question didn't interest me. You don't seem to have the same respect for others opinion. I have posted you directly that I am primarily interested in discussing stocks, to consider issues that might be interesting to the thread for their individual research. That is my agenda. Everyone has their own trading patterns based on risk, wealth, etc. I'm not interested in other's business. I don't post most of my trades. When I do, it is just a way of saying this is an issue that interests me. I have explained all this before. Tom