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Re: None

Tuesday, 10/04/2005 3:24:23 PM

Tuesday, October 04, 2005 3:24:23 PM

Post# of 326354
Once 2pm, the last day of CTIA rolled around, and it was apparent that the news of the week was paint, I took most off the table (kept half in cash, half invested elsewhere (which has done well enough)). I say the news of the week was paint because we knew that the registry was active approx. 10 before CTIA (not released as PR till CTIA Day1) and we knew that Virgin was registered several days before CTIA (not released till CTIA Day2). So, the only new news that week was paint and I figured most folks would feel the same way as I did and would retreat a bit. I usually time things horrendously, but it's worked out this time. I thought I'd like to pick it back up (increase my position in the mid .30s) but I find that, having stepped back mostly, I'll be looking for something more substantive as a buy signal (I see so many industry related posts on IHUB with names like google, yahoo, aol, etc etc, I'm starting to wonder if it is really possible for neom's patents to strong arm these companies into partnership.

Again, my goal was to get out and get back in with more shares than I started with. I think that's still my goal, but the conviction is on the wane.