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Strategies & Market Trends : Three Amigos Stock Thread

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To: Elllk who wrote (13394)	1/31/1999 2:02:00 PM
From: Phil Jacobson	Read Replies (1) of 29382

Good post Larry. Actually I have to admit a grudging respect for VRIO's progress for exactly the reasons you mention. Not ready to put any money on them, but I do have an open mind. A couple years ago I was convinced AOL was as dead as the hamburg in my freezer. It's now my largest holding, in part because a relatively small holding I took just a few months ago grew like crazy. Part of my job is to watch companies like VRIO; they're a competitor but at some point I may just have to sneak a few shares into the portfolio just for the heck of it. Not yet, looking at their financials still gives me the same sensation as staring down a 400 foot pit. The other one that bugs me because they defy gravity is ABOV. I'd have shorted the hell out of it had I thought this market was being moved on fundamentals. Phil

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