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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Warpfactor who wrote (10382)	11/8/2001 11:10:23 AM
From: Second_Titan	Read Replies (1) \| Respond to of 23153

It would be even better if I did not take profits on 2/3 of a large position yesterday. My recent purchase of Securitytrader services paid for itself and much more with BEAS.

To: Warpfactor who wrote (10382)	11/8/2001 1:06:11 PM
From: The Ox	Read Replies (1) \| Respond to of 23153

Hi Warp, Never did short ITWO, just suggested it's a candidate for shorting and I still feel that's true. I don't step in front of a speeding train, that's a sure way to get wiped out. Combine the "good" news, rate cuts and mo-mo on the stock and there's no reason to get stupid. I think it's interesting that the stock is now up 100% in a couple weeks, as though the skies have parted and there's nothing but sunshine for ITWO. I think it's interesting that the recent press release didn't mention any dollar amounts. I will be watching the company's guidance going forward since I think that the productivity tools that ITWO creates are very useful for major corporations. I'm still very concerned about the stock's valuation in light of the $5.5 billion write off. I guess the negative $13/share earnings does not matter anymore.