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extelecom

04/11/02 2:21 PM

#2323 RE: RR Spore #2322

Rajan, You are not alone , I own NOK QCOM ERICY & I had Janus Mutual funds that were into Telecom fairly heavily. If you would have told me that Ericy would be selling for under $3.75 a share and Nokia under $20.00 a share in 2000 I would have said you were crazy, now I would be glad if they doubled from here! For some reason I have wanted to buy SUNW, but my poor portfolio diversification is keeping me from it!



ET
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RFH

04/12/02 1:28 AM

#2326 RE: RR Spore #2322

Hi, Rajan. If I remember correctly, you were sitting next to Tom at the AIM meeting last year. You also sent me some e-mails requesting my powerpoint presentation at the meeting in 2000. I looked at the 5-year charts of the stocks you listed and I have to agree that they are pretty dismal. Were you AIMing these, or were you a buy and hold kinda guy? Had you bought these near the tops, chances are you would have run out of cash somewhere on the way down. That is, if you didn't shovel some other money into them to keep the AIM dance going. Pretty sad, wouldn't you say?

Sincerely,
RFH