To: Rational who wrote (25508 ) 3/6/2001 12:42:10 PM From: Dr. Zax Read Replies (1) | Respond to of 28311 Rational: You'd think I'd have learned not to respond to posts like this by now... I'm capable of restraint on most. This will be my last post to you so feel free to bash away and mis-interpret this post as poorly as you did my last... but: Just to clarify: <You must be kidding that INSP would follow Horowitz style > This was a hope of mine and why I held the stock up to the point it became clear this wasn't going to happen. It would have been better for everybody involved. Note: There is no way to argue for or against this conclusion as it didn't actually happen. The only thing I can say is that Russ was focused on profitability and consistency. That is what the street is looking for these days... the stock would (probably, not definitely) be higher if the company were still relentlessly focused on profitablility and stability rather than restructuring (again). I am sure that not only does Russ have the bandwidth (read: intelligence) to comprehend the INSP technology... but that his entire team did. <It makes me laugh when you say that I have bitterness about Horowitz leaving!! LOL!!!> From your very first comment it was clear you were not bitter about Russ leaving. This was never the intent in my comment about your bitterness. I think you are bitter because you held a stock from the double digits (maybe into the triple digits) all the way down to $3.50. If that's the case, I'm sorry and hope it wasn't on margin for your sake. If that's not the case, why are you wasting SI's bandwidth with your frivolous banter? (feel free to answer that honestly in your inevitable bashing response to this post) < Any institution, including PA and his holdings, would be foolish to purchase before the management proves itself> Maybe I wasn't explicit enough. There is a tremendous risk in purchasing this stock before the management proves itself -- regardless of the current holdings. There is risk in holding this stock as well, but it is not as high as buying more (chew on that, it may be hard to digest, but it basic economics). < Did he tell you that he would not buy any more?> I am not his advisor. It is widely recognized, and follows from my last point, that it would be risky for him to buy more. I do not see what PA selling MSFT and not selling INSP has anything to do with anything at all, except maybe that he is a wise investor who is good at diversification by selling into strength. I stand by my claim that it is unlikely that PA will buy more INSP at this point. He has nothing to gain by doing so, he doesn't need to accumulate capital at high risk, and he already has a seat on the BOD. sorry for being so long winded, Dr.Zax