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To: H James Morris who wrote (139536)2/19/2002 3:58:01 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Bill probably just tells her she does not know "the difference between product mix and liquidity cycles". This previously unknown distinction is the key to understanding why a stock down 97% was actually a shrewd investment and not a wild-assed miscalculation.



To: H James Morris who wrote (139536)2/19/2002 8:07:21 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
"Billy's wife trust fund is still getting whacked!
siliconinvestor.com "

He is only losing at the rate of 30% per year.


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