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To: edamo who wrote (32623)	3/7/2001 2:25:50 PM
From: im a survivor	Read Replies (1) \| Respond to of 65232

Ok ed.....everybody has an opinion. Bottom line is several institutions have recently bought as well as management. IBD ratings.......Ya know, like I said, there are a million opinions and many ways to technically or fundamentally look at a stock.....26% institutional ownership you mentioned......whats wrong with that? Especially now after the carnage of selling that took place. As your intention is not to disuade people from buying, mine is not to persuade them into buying. As I said, I did my dd...watched the stock for awhile, waited for it to base....disemenated the news and made my decision to enter. call it speculative, call it gambling, call it anything you want.....heck, I am a gambling man by nature.....I took an initial position in insp because I feel it offers a good chance for a nice return. I am hoping a bottom has been hit, if not, I only took a small position and am willing to average down. As it is, I will let her sit and see what develops over the next one day to five years <ggg> and see where we are then. Thanks again keith

To: edamo who wrote (32623)	3/7/2001 2:43:52 PM
From: im a survivor	Read Replies (2) \| Respond to of 65232

another view from an insp long who prefers to remain anonymous....but interesting points, nonetheless : Paul Allen still owns over 22 million shares? Fidelity, T Rowe Price, Prudential and AIM Mutual Funds all been increasing their positions? --this is verifiable with SEC filings....A lot of institutions have shorted INSP and made a bundle and they are taking time to unwind their positions...the MM are assisting and they continue to scoop up CHEAP shares from the nervous retail investors...The INSP CEO bought 500,000 shares in the last month at $4/share? He didn't have to -- heck he's a billionaire....Most CEOs (of firms like BRCD, SEBL and ORCL) have been doing some AGGRESSIVE selling....I think INSP is in a very strategic position for the future of the broadband and wireless rollout worldwide. I know the INSP bet is a risk but I'm willing to take it ---------------------------------- Anyway Ed, lots of opinions....lets just wait and see what happens over the long haul....to be quite frank, I like the potential so much, I wouldn't mind it dropping to $1...I will buy more. I certainly wont make it a huge % of my holdings, but I like have some gambles with potential mixed in there.....I can give you a list of about 10 stocks I used to be in/trade....all have gone from $100 - $200 to between .06 ( etoys<ggg>...and to think I was mad getting in at $60ish and out at $80ish when it continued to run )and $5 a share.....most all of these are losers....not making money, probably never will...not even close to the potential I feel insp has....yet I have done pretty well trading them. These "cheap" shares are pretty volatile....I dont expect many of them to do much, but I have several positions that I am holding that my cost basis is now zero, due to a tad bit of trading....so i'll let them sit....as far as insp goes, as I said, everybody has an opinion. I do agree with you in that it is speculative, what I don't agree with you on is the fact that I see potential, while you see only what has transpired to date and are therfor negative due to lack of earnings ibd rating and etc, etc.....like I said no biggie.....lets chat down the road and see what happens...I may just hold my position, or I may trade in and out of it a little bit based on what it and the marlet tells me....anyway, best of luck keith...than gambling man

To: edamo who wrote (32623)	3/7/2001 3:07:58 PM
From: Jill	Respond to of 65232

I can't remember where I read it, but investors tend to value a stock based on what its recent price was, that is seen as "normal." So when it moves up or down from there, it's seen as either expensive or cheap. Now to some extent this is reasonable since valuation is in its own way subjective--whose to say whether JDSU is worth 27 or 150? OTOH you are making the good point to go with solid businesses For instance my uncle who was a very successful commodities trader for many years, points out the simple fact that when he goes on the web to buy stuff, he uses "one click" and the cheapest price of anything is usually at walmart. Walmart knows how to do good business, and their brick and mortar will be benefitted by the web and they'll do it right. Amazon is right to consider an alliance--or else probably at some point walmart will buy amazon. My uncle also pointed out that more and more stores will use the web for someone to buy the product and then drive over to the store and pick it up, ready for them. That will be more efficient for businesses and customers. I'm just rambling here but sometimes common bizness sense makes more sense