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Technology Stocks : CustomTracks Corporation (CUST)
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To: J.Y. Wang who wrote (1915)8/5/1999 8:48:00 PM
From: Bobo   of 2514
 
I am short CUST as well, simply because I believe they are going after one problem that is not as severe as Cook has calculated and another niche market with competition. But it is clear that Cook will deliver products. Look at the $11mm R&D spend in the Q. Good Lord, Cook better be spending it the right way at that rate.
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