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To: SJS who wrote (14240)2/16/2001 9:57:33 AM
From: The Ox  Respond to of 14427
 
Tomorrow I'm supposed to meet with my friend from NT. We usually discuss technology and the sector's future. He's low enough down the food chain that we don't have to worry about insider info but he usually has an insight or 2 that's worth making note of. If anything of value comes out of our conversation, I'll pass it along here.

I don't blame you for being sore at NT's mgmt. They have a lot of 'splaining to do. I don't own NT at this moment but I don't think I'd be selling below $20, that's for sure.



To: SJS who wrote (14240)2/16/2001 4:20:25 PM
From: drsvelte  Read Replies (1) | Respond to of 14427
 
Hey I know just how you feel. I had a pile of LU at a basis of around 11 (split adjusted). I started to scale out last year in January and most all in March as the warnings mounted. I held on to the last little lot finally selling this January on the pop up. Totally uncredible managment -- same goes for HWP now too with ex-LU smiley Carly.

today, I bought some CORV for the long haul and also BRCD.


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