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To: Susan Saline who wrote (15500)7/29/1998 6:18:00 PM
From: Johnathan C. Doe  Read Replies (1) | Respond to of 53068
 
I did sell out the Ortel in my public portfolio; Charlie and I both maintain separate personal portfolios. If I didn't own it; I wouldn't much care what it is doing now; would I?

SHVA looks like a nice play tommorrow; the selling is about exhausted. After all, it is a turnaround situation and the earnings were good. Yeah, they are taking that restructuring charge; whatever.



To: Susan Saline who wrote (15500)7/29/1998 6:21:00 PM
From: Johnathan C. Doe  Respond to of 53068
 
I thought it was a private message, not a personal message; oh well, I learned long ago, you tell someone anything and no matter if it is in confidence or not, it usually ends up all over the office.



To: Susan Saline who wrote (15500)7/29/1998 6:22:00 PM
From: Johnathan C. Doe  Respond to of 53068
 
I like the current situation; it will give me a chance to see how a play works when it is down; the portfolio is riding this market turn; we'll see where the ride ends up over time.