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Old 02-22-2008, 11:48 AM   #11 (permalink)
filter
Domain Wanker
 
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Last Online: 10-25-2009 05:54 AM
iTrader: (15)
Join Date: Sep 2007
Posts: 165
DNF$: 62
Location: San Francisco


funny, looking back at what I wrote almost exactly 3 months ago: http://www.dnforum.com/f34/llll-com-...ml#post1305867
Quote:
Originally Posted by filter
I'm still holding onto over a dozen of the "dregs" from the Nov 2nd buyout - I'll probably be more inclined to let a few go (if/)when the going rate for "line noise" LLLL.com gets closer to $50 than $15 - guessing that could take another 3 to 6 months (if it happens at all). Doesn't seem worth the trouble to make a sale to take just a few $$ profit at this point, giving up possibly significant gains yet to come ...

I think it's going to be an interesting few months as different price points are reached, maybe giving pause to potential buyers / encouraging potential sellers to take some profits already "while they still can" .... and then the next turn of the cycle begins, with those who were buying now the potential sellers waiting for a new price point to make it worth their while .... Meanwhile a few LLLL.com at all "quality levels" actually are picked up by end users and are no longer in the reseller market - though the money paid for them will quite possibly be re-invested to make more pickups from the remaining pool available. (That's my glibly optimistic scenario for prices doubling a few times over the next several months. Any number of ways that this could unfold much differently and less pleasantly, but somehow I'm less inclined to give much serious thought to how things could go wrong with the "cycle of prices ratcheting up" scenario ... go figure. Well, will be interesting to see how it plays out either way!)
Probably in another 3 months we'll see a few weeks of prices bouncing down off the $100 resistance "profit-taking threshold" ... and then back upwards, until the "worst" LLLL.com reach parity with CCC.com prices, quite possibly before the end of 2008.

IMO ...
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Last edited by filter; 02-22-2008 at 11:57 AM..
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