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To: Razorbak who wrote (86849)	2/10/2001 3:51:09 PM
From: isopatch	Respond to of 95453

Good stuff! Long live the razors edge/eom

To: Razorbak who wrote (86849)	2/10/2001 9:14:27 PM
From: victorw	Respond to of 95453

Don't leave out Wade Hampton in that list of brave but vanquished South Carolina generals. his motto was "fortune favors the brave." Is that wise? or is "you can recognize the pioneers by the arrows in their backs," a better motto for a trader? victor w

To: Razorbak who wrote (86849)	2/10/2001 10:15:33 PM
From: Bearcatbob	Respond to of 95453

OT: CSA Generals I submit any discussion of Stonewall is not complete without a follow up regarding John B. Gordon who in Gettysburg at the end of the first day wanted to move on to the heights - but alas - Stonewall was not there! Cheers, Bob

To: Razorbak who wrote (86849)	2/10/2001 11:45:11 PM
From: kodiak_bull	Respond to of 95453

Razor, Just for the record, I think when you've seen some of these stocks run up as they have, it is only prudent to short some of the issues you own or others which have suddenly jumped, meanwhile maintaining your long term view and positions. Investing (or speculating) basically depends on thinking about the various input you've got, testing a view, and then modulating it in reaction to what the market is giving you. It's an art. I have small short positions in MDR (against my holding), and GLBL and ROIL because of their rapid rise. If they don't correct, then I'll pay the toll and move on. Fwiw, I think oil fundamentals are still good, and tech fundamentals are still bad. Short term (next week) is hard to tell, but medium to longish term should see fundamentals borne out. Unless things change. So, for the moment, continue to color me a semi-perma-bull. Kb