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Technology Stocks : Stanford Communications

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To: JAMIE KAUFMANN who wrote (30)	10/24/1996 9:46:00 AM
From: Cynic 2005	of 62

Jamie, I don't recall telling you that I am a value investor. I might have said that I don't buy in to hyped-up companies. I don't pay too much attention to PE rations. I do try to buy good growth stories much before they happen. If you click on my name you will see a note in which I mentined my investment history in one of the notes I posted under "Ask Mike Burke" thread. In the last 6 years I was able to spot good growth stories much before the Street noticed them. Of course I did have some duds too. I owned Intelligent Electronincs about a couple of years ago and when the fundamentals started turning south I sold for minor loss. I don't follow it these days but I think they have good survival skills and good business base. The seem to have addressed the issue of alleged "overbilling" well. I do buy speculative stocks and I will look in to WAVO. BTW, why do you think cable modems is a wrong reason to bet on STII. In fact, that is one of my reasons. If I am not mistaken, the management is also excited about it. Good luck! -Mohan

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