To: John M Connolly who wrote (4601 ) 2/10/2001 5:31:11 PM From: Maverick Read Replies (1) | Respond to of 4908 John, that was quite a list you posted earlier. Way too long to justify owning a lot of shares. If you perceive all those items to be caused from mistakes made by OE, you need to sell. There is no loophole. Your confidence in the company has been essentially totally compromised. It’s almost impossible for a company, regardless of the product, to be successful if they cause themselves so many misfortunes. My point is that the ONLY thing about the whole company that you do like is the product. What you’re supposed to do in that situation is to buy the product, not the stock! You are correct that someone was removed from the Club board. We won’t agree on whether what he posted justified it. The founder of the board will accept posters questioning things. But providing ANOTHER debate forum for the shorts is redundant. They’re looking for an exchange of information, not more rambling posts about management. I’m confused as to why you want two boards with the same purpose? On Yahoo anything goes. If you go there you know the rules. I’m not interested in spending time every day debating people I think are misrepresenting themselves, so I have no business being there. I would be at the club but I much prefer the editor on SI, and I also like the fact that a casual investor is unlikely to wander in here. Judging each and every move by OE management is like trying to judge the performance of the CIA. You don’t have the information they have when they make decisions, so how can you be so sure they made the wrong decision? We’re right back where we started. If you see CONSISTENT behavior that you disapprove of, isolate yourself from it as much as possible. It is not my intent to presumptuous. Perhaps we’ve all misunderstood, but our impression is that you feel OE’s management has disappointed you for YEARS. Is that not correct? If so, buy the product, not the stock. Your money won’t be at risk and you’ll benefit from the one thing the company does right. I imagine you’re doing this every day. Do you own stock in the company that made your car? TV? Appliances? Furniture? How about your bank? Your mortgage company? Why not? Because their products appeal to you but you don’t have the same confidence in the company itself. In your situation I would either sell or reduce my position to one of my smaller ones. Of all my positions only my biggest one is worthy of posting. Invest in a company whose management you have confidence in. It’s really hard to justify doing anything else. I really have nothing else to offer on this subject. We may have to agree to disagree. But I don’t think we need a bunch of boards with the same theme. And I’m not interested in the ones were there is so much emotion being posted. I just don’t have the time. And I couldn’t justify it if I did. Best of luck John.