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Jesse Livermore

08/01/03 5:38 PM

#2201 RE: soros man #2200

Soros, I believe that is why the volume was incredulous.

Intel makes the company.

Intel closes the other deals in the wings. IBM, HP, you know, all those deals we couldn't close or that atrophied on the vine.

I still agree with spin that our hero took it to the brink and the sprague family shennanigans cost us money, deals, and time.

I suppose where one stands on the "ends justifying the means" debate influences one's opinion on the management question.

I also think Lark Allen deserves more credit than he is given for quietly getting the job done.

Lark is the man!

BONUS LARK ALLEN!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

SPIN

08/01/03 5:49 PM

#2206 RE: soros man #2200

surprised?

of course.

were you surprised that HP deployed w/Infineon & left Wave on the bench? did that make things look like *this* development was imminent? are you saying you *knew* this would happen w/some sort of Nostradamus-like certainty? come to think of it, you do post some moogly-googly prediction stuff that makes me wonder...

the fact of the matter is that the little risk capital i had all went on wavx not that long ago - after - losing a big pile years ago. d_amn the torpedoes & the "fool me twice" addages collided, but i came back in to the stock. money talks & all that...

i would think that would say something about my sentiment. but was CL stoopid for being on sidelines & owning it just over a buck *with* INTC news?!? not IMO.

in terms of investing, the fact that i went long should suggest i was sold on the idea that $.94 was less than what it was really worth... okay, okay, there was that one day where i woulda taken $.94, but...

i've been wrong many times - resisting the urge to sell wasn't one of 'em.

i don't have grape kool aid foam all over my mouth either... & think back&fill from 1pm on = blowing through $5 on way to $10 if there is any substantive follow-through & henceforth SKS gets a benefit-of-the-doubt nod.

tally ho indeed,

SPIN

PS good call w/wavetex.org on yahoo, btw.

PPS sometimes the difference b/tw unspoken & tacit approval is indistinguishable to *many* naked eyes. but the point is (sorta) well taken... fyi - not a premium member.