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To: LLCF who wrote (150460)	2/9/2002 4:26:33 PM
From: sun-tzu	Respond to of 436258

honestly DAK, i'm not that sophisticated. you probable have a far better handle on their cash flow. my problem with QCON has its origin in their followers. i know so many professionals (mostly md's) who dove head first into the bubble because of the 'CON. they became instant geniuses. almost all, to this day, retain their holdings. they either made an early entry and rode her up and down, or they bought high and are sitting on massive, unrealized losses. most of the SI old guard of course knew when to take a profit. the simple fact is, that a significant proportion of that float remains in the hands of people who have held that stock for years. in my years in the market, which admittedly are not many compared to others, i have never seen the trading gods allow this blind faith in the technology bubble. QCON is my poster child for TL and EV. i can not fathom how all those tremendous gains won't be completely wiped away. maybe it's not scientific, but i do feel very strongly about that reality.