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panther2014

02/18/04 10:37 AM

#28 RE: GBR #26

I can't blame you for being wrapped up in AWE. You did well my friend. I'm typically a buy and hold investor unless I see something that gives me enough heartburn to get out. If I've met my financial goal for a stock, I usually don't get greedy either. For me, I see both events taking place with AWE: 1. There is a possibility that the combined company will experience some merger pains and become internally focused. Earnings could suffer short term. 2. Looks like you made a great investment and earned a nice return. For me, the financial goal is met and I'm out. I'm a conservative banker and I only risk what I'm willing to lose.

I agree with your comments on SYNC. Woody appears to have both a strategic vision and great work ethic. No doubt that the comments from him and hiring Goldberg signal more acquisitions. I can't help but remember Rowe's buying spree that just didn't work out and don't want to go thru that again.