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To: Stewart Whitman who wrote (6816)4/17/1999 3:42:00 AM
From: James Clarke  Read Replies (1) | Respond to of 78958
 
I missed PPE badly - actually interviewed management in Vegas just two weeks before the stock ran. Doh! But I still stand by my conclusion, that the whole sector collapses over the summer when investors realize how much is actually being built in Vegas.

JJC



To: Stewart Whitman who wrote (6816)4/18/1999 12:21:00 AM
From: Paul Senior  Respond to of 78958
 
Hi Stew. Not to fret about PPE and me. Consider it a measure of how high I hold your opinion about these spin-offs.

There's always another opportunity out there. Missed opportunities are frustrating - but a heck of a lot better than lost money. In the former, you slam your fist down on the table and swear for not acting (buying the stock). In the latter, you put your head down on the table and cry for being so dumb as to buy the turkey stock.

Paul.