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To: Kevin Podsiadlik who wrote (128526)7/18/2001 4:30:25 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Yeah, but look at EK's paper profits. Looks like on paper he's made more than he's lost.
Symbol April 4 buy price (est.) May 22 high Jul 18 close
CIEN 37.25 66.73 31.71
JDSU 14.75 24.21 10.21
SEBL 23.75 55.90 37.64
BRCD 17.88 55.25 30.14
VRSN 28.00 67.90 49.87
CHKP 42.50 65.60 40.09
EMC 26.38 41.35 18.05
JNPR 30.63 59.50 23.97
BEAS 21.50 42.75 21.59
ITWO 14.00 28.20 13.09
FLEX 13.38 32.95 23.15
MUSE 27.13 50.49 17.49



To: Kevin Podsiadlik who wrote (128526)7/18/2001 8:46:39 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
>Speaking of buy and holds, time for an update on Eugene
Kevin, I never met EK in person but I respect him a lot.
He made a bundle in the bubble era (good for him). And he also told us in the last year he's given some of it back.
Ego maniacs and prima donna's usually won't admit that.
Do I have some stocks that's getting whacked? You betcha.
Can I stand the pain? Nope. Show me a good loser, and show you a loser.
Have you ever heard the expression "it doesn't matter if you win or lose its how you played the game"?
What a crock of bull shit! If it doesn't matter if you win or lose why keep do they keep score???
Regards,
HJ :O)



To: Kevin Podsiadlik who wrote (128526)7/19/2001 1:56:00 AM
From: craig crawford  Respond to of 164684
 
nice list of shorts there



To: Kevin Podsiadlik who wrote (128526)8/17/2001 4:37:53 PM
From: Kevin Podsiadlik  Read Replies (1) | Respond to of 164684
 
EK update (see #reply-15611874 and
Member 3150350 ):


Symbol April 4 buy price (est.) May 22 high Aug 17 close
CIEN 37.25 66.73 18.78
JDSU 14.75 24.21 7.75
SEBL 23.75 55.90 25.46
BRCD 17.88 55.25 27.31
VRSN 28.00 67.90 46.65
CHKP 42.50 65.60 36.17
EMC 26.38 41.35 16.50
JNPR 30.63 59.50 18.58
BEAS 21.50 42.75 16.41
ITWO 14.00 28.20 7.40
FLEX 13.38 32.95 21.78
MUSE 27.13 50.49 11.04


Down to four winners (one just barely) out of twelve, with six stocks down more than 35% since "the bottom". In less than three months his "revenge" portfolio has gone from up about 100% to down a bit over 10%.

Disclaimer: There was a point to this once, but I have forgotten what it was.