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Bahia Honda :

Yes, i bought Hlit at 40, after the first warning.
I doubled up when it went to 20. It went back up
to 30 and I sold half my holdings, but kept
the second rueful half. I sold the second half today.
I think it might have a little rebound left,
but i became convinced that the merger problems
are too much of an obstacle..they're turning
into some kind of Atlas of debt. Other stocks are
getting their market caps miniaturized but without
a known problem, so it's a good time to switch
horses. Still I feel nostolgia for what a beautiful
balance sheet HLIT had and a good looking
business. It's a shame that so much effort
and intelligence...

I missed the iomega opportunity, but i sense
there are other opportunities in this vein.

Thanks for your iomega chatroom invitation.

I have been to little torch key 3 times-
stayed at Palmers; I kayaked to the tiny
island off BahaiHonda, a wonderful place,
also reef snorkelling with 30 german tourists;
the easygoing people, big pine winn dixie
conveniences, ability to check out key west
without being swallowed by interminable
zaniness; the luminous exposed skies;
the boom and bust just barely history of the place;
the craziness of building our way way out there,
at all. (and a great place to meditate on stock
losses- what could be better?).

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