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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: David Kelly who wrote (37748)	11/14/2000 1:20:40 PM
From: JC Jaros	Respond to of 64865

David - I don't think gurudedog meant to post braggadocio (much). I do think that he's a bit all over the map with regard to investment strategy and execution. Should an actual long term investor (like you and I) have sold SUNW where rudedog suggested and 'bought' it back where he did (sic). Our profits basically, would have merely paid for the privilege of resetting our taxable cost basis, employing the rather risky proposition of being dumped out of SUNW altogether. While that may make rudedog feel that he's being a more effective manager, the reality is that we tend to be more effective through inaction. One could do much worse at a casino but it's still an expensive way to massage an ego. And maybe that's where he and we seperate. We see our job (long term investors) as managers. Perhaps rudedog fancies himself more the entrepreneur. And that's okay. It's just that he was a bit of a wolf in sheep's clothing advising SUNW long-term longs. -JCJ