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To: swisstrader who wrote (5618)12/12/2000 9:38:04 AM
From: TobagoJack  Read Replies (1) | Respond to of 6019
 
Hi Swisstrader, thanks for the heads-up as I do not often check RB in the best of times. The guy is obviously talking about you. Just kidding.

Yelling fire is never a popular thing to do. Most folks would refrain all the time. I only refrain some of the time.

There is no particular need to respond to the writer's basic message until a few months from now, as, again, if I am right, I do not have to and if I am wrong, I can not afford to.

I actually agree with the guy on several points ... 9984 is a good buy at below 5k, a better buy at 2.75k, my original purchase price. He is also correct in stating that there are risks in the company and the potential is enormous. And, yes, my euphoric ravings has turned 180 degrees many months ago. But no, I did not buy in at 160k, as long term for me started in November 1998.

If some one likes Ariba Japan, and Asia Global Crossing, they ought to buy Ariba and Global Crossing and not put up with the potential 798 pieces of potential duds, just as if some one likes Yahoo Japan, buy Yahoo, which is 'attributeably' (my word) cheaper than buying Yahoo Japan via 9984.

I do not agree that there will be a boom in the next 18 months, much less that the impetus for the boom will arise out of Asia. I state that the doom will arise out of the US. I do not know where the writer lives but doubt he lives in Asia. In the meantime, between now and longterm, there will be a considerable period where $ in 9984 would be dead money.

Using me as a contra indicator for when to buy and sell 9984 is not a good idea, as participants on this thread know, else I would do so myself.

Chugs



To: swisstrader who wrote (5618)12/22/2000 10:36:01 AM
From: TobagoJack  Respond to of 6019
 
Hi swisstrader,

ragingbull.altavista.com

We did not have to wait a few months, apparently 11 days does the trick.

In time, the rest of the market will realize the game has changed from "getting wealthier faster than the next guy", "money not made is money lost" to "save what can be saved and cower in the dark corner" and "money not lost is money made".

There is still time to capitulate, as there is always one more bounce-up after any dramatic fall, just as there is always another 50% to give back to the market at any given point on the panic driven down slide. Matters can and has gotten out of hand on the down side far faster than on the upside.

The messy stuff will hit the spinning fan when 9984 tries to liquidate some of its Yahoo shares. When and if that happens, the messy stuff will hit all publicly traded 9984 portfolio companies. And of course, any S&P down grade of 9984 debt could trigger more "head shots".

I do not enjoy posting scare thoughts on this thread as this is not the place, but if any one loses less because I do, then I have done well.

I still hold a residual 300 shares of 9984 and am wondering why I do not trade that for a mechanical watch before I have to settle for a Swatch.