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To: H James Morris who wrote (138280)1/31/2002 11:36:31 PM
From: Oeconomicus  Read Replies (2) | Respond to of 164684
 
HJ, speaking of selling, are you still in SONE? I took half my money off the table over the last several days (as high as 18.75, but avg 16.45), partly to free up cash (I'm still buying MIR - you should listen to their CC) and partly because the market is so fickle on how it values SONE. Holding the other half for now (the CEO has a record of fixing and then selling things at big prices). 20+ before earnings on the 12th, though, and I may have to do some more redeployment of cash. What's up with yours?

Bob



To: H James Morris who wrote (138280)1/31/2002 11:46:20 PM
From: Victor Lazlo  Respond to of 164684
 
<<Can we all agree its all about timing? >>

sure can. One of the best investmetns I ever made I held for 3.5 yrs. The huge gains came all in the last 2.5 months I held it. It was a small but very fast growing co and I could not find any news to explain the huge run. Later on I found out it had been highlighted in Smart Money magazine, discussing all the things about the company I had already uncovered!


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