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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (1874)4/25/2000 12:02:00 PM
From: tekboy  Read Replies (1) | Respond to of 22706
oh great. Now the people who actually know something are getting worried. Thanks. I needed that.


To: Eric L who wrote (1874)4/25/2000 12:33:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 22706
>> I am sitting in the bleacher seats and watching this game play out.

In your disclosure on G&K last night, you showed Q as 17% of your total portfolio.

That's some pretty expensive bleacher seats!

I don't think uncertainty of the Japan scenario has been reflected in Q's price yet (inefficient market), and hope Dr. J comes out with a repudiation of Matsumoto's stupid (alleged) comments before it does. And I pray that their threat to buy 3G spectrum results in something other than Q getting back into the carrier business. If it does, I may join you in the cheap seats.