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Long time no hear. Finally someone else besides you and I. Very insightful explanation for the Emergence process. I just sold (Too early it looks) my HHC and had taken some of my $12 ggp and sold it as well. Just had to buy into POT after the their split. I made nice money sometime back so I thought this might be a good opp to diversify keeping some of my ggp. It looks like I bought it high and so I am looking at averaging once I see what the down trigger is. (Oil, libya I think)

Now my question becomes how did you ever find ggp? I found it when I heard Simon was interested and that is when I got in at 12. I did the DD then because I didn't want another KMART/ENRON on my books (I came to the conclusion Adamately I might add) I bought what I could afford with the intent of watching it like a hawk and I thought Either Simin would up the ante or a White Knight would come. The dumb speculater thing I screwed up on was I didn't sell and get back in later. I, like everyone else do some wisha, coulda, shoulda 20/20 hindsight. Just the same I am tickeled with the result and looking forward to POT moving up and fixing my little devastated account. These days I do try to be more cautious, Doing the Monkey at the WSJ definitely does not work. I also believe Rockefeller when I remember his statement, "When the shoeshine boy is giving stock advice, time to sell."

Anywho, thanks for being an excellent sounding board w/o prejudice.

Lastly, THE DOGS are in the "Big Dance". Get your Blue and White out again. Have a good one. DAve
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