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To: Bill Harmond who wrote (8629)	9/7/2001 8:01:13 AM
From: SpongeBrain	Read Replies (2) \| Respond to of 57684

Friday, September 7, 2001 8:00 AM ET To: SpongeBrain (who wrote) From: SpongeBrain Harmon, where are you compared to the April 4 lows now ? Are you still load and long? You must be hitting new lows? I hope you bounce back, I made so much holding YHOO with you, but I sold in 12/99, and never looked back. ================ To:SpongeBrain who wrote (8292) From: William Harmond Sunday, Aug 12, 2001 12:51 PM Respond to of 8629 I'm 30% higher than April 4 lows. ================ To:William Harmond who wrote (8290) From: SpongeBrain Sunday, Aug 12, 2001 9:49 AM View Replies (3) \| Respond to of 8629 Harmond, I disagree. Buy and hold is a myth and lie . now being pushed by Wall St. (As they sell of whatever remains they have) It only works in hindsight Buy and hold will destroy people when not in a bull market. Am I correct in assuming your portfolio is lower than when you wrote that back in March? When will you sell? The NAZ will take out its lows of 1600 soon enough... ============== PS: UGH, What stocks did you average down in? Why are you throwing good money after bad? Everyone now knows these stocks are a SCAM and lie...NO ONE is buying like they did 2 years ago...This has all been a way to make a few people rich. oh well, its a sad sad shame you threw all your YHOO profits away,,,i feel sick. human greed and stubbornness. ================ From: William Harmond Tuesday, Aug 7, 2001 3:44 PM Yeah. I averaged down (boy DID I) in the past couple days. I'd like these prices to whip back to the mean like a stalk of bamboo! ============ Thursday, March 22, 2001 11:22 PM ET To: SpongeBrain (who wrote) From: William Harmond No way. Buy and hold only works by holding ================ Thursday, March 22, 2001 9:34 PM ET To: William Harmond From: SpongeBrain then please sell your holds will be 30% lower than they are today maybe 50% ==== To:SpongeBrain who wrote (121239) From: William Harmond Thursday, Mar 22, 2001 8:42 PM Respond to of 121359 >>he had enuf to retire still.

To: Bill Harmond who wrote (8629)	9/7/2001 2:10:32 PM
From: Mark Fowler	Respond to of 57684

Ok whatever? ... seems like everyone is selling these days Except the gold bugs.

To: Bill Harmond who wrote (8629)	9/7/2001 7:05:13 PM
From: Mark Fowler	Respond to of 57684

AOL Time Warner (AOL) 35.09: Lehman analyst Holly Becker trims 2002 EBITDA and revenue estimates to $12.4 bln and $42.2 bln from $13.2 bln and $44.0 bln; cites softness in ad market.... VeriSign (VRSN) 34.16: Hearing from sources at SG Cowen that firm is calling VRSN a way to play tech in the current environment; says company gave one of the most upbeat presentations at the SG Cowen Fall Tech Conference, stating that biz is strong across all major lines and that it only needs 2-3% more in rev. to hit its $260 mln target for the qtr; firm views decline in price as a buying opportunity. I the light of today's action; i thought Vrsn look better than gold today! Have a good weekend.

To: Bill Harmond who wrote (8629)	9/7/2001 8:34:19 PM
From: patron_anejo_por_favor	Read Replies (3) \| Respond to of 57684

...and Buffet breaks into the clear! He's to the 10... He's to the 5... finance.yahoo.com TOUCHDOWN!<VBG>

To: Bill Harmond who wrote (8629)	9/8/2001 12:44:36 AM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

The S&P is 8.5% higher than it was four years ago. Somehow I don't recall that folks in 97 were talking about how the market would be lucky to go sideways for the next 13 years, although there was talk about overvaluation. The feds own model shows that at in early 1999, the S&P was not overvalued. Seems that rates are lower now, and inflation is lower. Don't even ask about money supply growth. Some bubble. The "bubble" seems to have been from 12/98 to 4/00. The nasdaq is 500-600 points lower than what fair value was in late 1998. The pe on the entire market is now at 16....with no inflation, low rates, and damn close to trough earnings. The pe on the S&P in 74 was 7, but rates were at 10, and trailing e were at a peak. It is my opinion that we are currently about 15% undervalued across the board and I can't find a time when the market was more than 30% undervalued according to the fed model.