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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Sword who wrote (68992)	3/27/2001 11:54:16 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 122087

Sunfish seemed to be concentrated in PALM, LU and ALLR. A portfolio from hell.

To: Sword who wrote (68992)	3/28/2001 9:32:09 AM
From: sunfish	Read Replies (1) \| Respond to of 122087

I'm still here. I didn't bother responding to Anthony's post on the PALM thread because it just looked like someone out to "rub it in" as regards PALM's price drop. I wonder why anyone is posting to me anyway as I'm not an active poster. The post Anthony linked to in January was my guess that the tech crash was over... obviously WRONG, but I wasn't alone I am sure. I think the market is turning up as we speak, so I guess I'm an optimist. As for being bankrupt; I'm far from bankrupt. I have about thirty high tech stocks in my portfolio and the three stinkers you mention (LU, ALLR, PALM), I admit to having overweighted, mostly due to run ups in their prices from my purchase price. On balance these stocks haven't killed me because I bought (at intermediate lows) and sold (at intermediate highs) partial holdings in all three at a profit from time to time. In their current state, these three stocks stink, but that's investing. If I wasn't fully invested, I would buy more PALM and LU. I don't know enough about MACR (ALLR's purchaser) to do anything but "wait and see" with my converted stock. I never sell at a loss so I may be waiting a long time?? My overall portfolio is down 40% from my all time high valuation, and that's about in line with the market. So not to worry, I'm still swimming with the sharks, and thanks for your concern.