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To: GST who wrote (118823)	2/28/2001 8:09:46 AM
From: re3	Read Replies (1) \| Respond to of 164684

hi gst, can you update us on isld ? are u still holding ?

To: GST who wrote (118823)	2/28/2001 9:02:30 AM
From: hdl	Read Replies (2) \| Respond to of 164684

amzn taking a big hit in pre-market

To: GST who wrote (118823)	2/28/2001 9:30:33 AM
From: Glenn D. Rudolph	Respond to of 164684

The point of my earlier post was to question the value of the "valley" metaphor. It looks to me like we fell off a mountain and we were pushed by over-valuation and in some cases also poor fundamentals -- it is not logical to call that a valley imo. I like the drillers. I knew what you meant. This problem of overvaluation was clear to me. What was not clear was the amount of overvaluation. I re-entered too high. That will reduce return over the next so many years. Glenn