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To: Key West who wrote (1550)10/30/1998 6:51:00 AM
From: Ghassan I. Ghandour  Respond to of 5102
 
Who is Van Kasper? The only analyst I recognize, when it comes to software, is Sherlund, of Goldman Sachs. But, the, as you said in an earlier message, I lost my credibility, on this board. Worse, yet, after the last butchery of the small caps, I lost my credibility in my own eyes. I always thought, when that big correction finally comes I would be mostly on the short side of the market. Well, except for a few shorts, here and there, I missed it. I held on, however, in my core account, and it is coming back. My trading account, however, has outperformed my buy and hold account by a large measure. So much for Peter Lynch and Warren Buffet, except, maybe I have to measure performance over several years (say 10) and mot just two years like I am doing, right now.

Take good care...

Ghassan.