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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Man on the moon who wrote (90605)	2/2/2005 4:29:14 PM
From: olivier asser	Respond to of 122088

I called many specific stocks short. I called put options on SDLI at close to 400 before it tanked to 70 within weeks. I also said unload all long-term investments in the NAZ. Now, how many core NAZ holdings are up since 9/21/00? There may be more than one, but right now only EBAY comes to mind. How about WCOM? Down to zero. And many others either zero or single digits from the hundreds. But, you go ahead and rearrange reality to suit your purpose. I imagine when GOOG hits 70 you'll find a way to say this call was "irresponsible" as well. quite a number of stocks are markedly higher from Naz 4000 - unless you were specifically naming certain stocks , your call continues to be irresponsible overall.

To: Man on the moon who wrote (90605)	2/2/2005 5:20:15 PM
From: olivier asser	Read Replies (1) \| Respond to of 122088

Would selling this core NAZ holding in the 77-99 range in September, 2000 have been "irresponsible" in your humble opinion? Holding on for the 1-25 reverse split? 16:53 ITWO i2 Technologies breaks even for Q4, announces plan for 1-for-25 reverse split (0.56 ) ITWO (pink sheets) reports net loss of $2 mln, or breakeven on a per-share basis, vs $0.04 EPS in Q3 and net loss of $0.11 in Q4 of '03. License revs were $17 mln, up 13% from about $15 mln yr ago, and vs $17 mln in Q3. Total revs of $84 mln fell 14% from $98 mln yr ago. Co plans 1-for-25 reverse stock split, so co can meet Nasdaq listing requirements.