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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: AugustWest who wrote (4)1/15/1998 10:48:00 AM
From: TLindt   of 2882
 
A.W. I took a position in EGRP the other day....with the intention of also picking up one in AMTD. The main reason I went with EGRP is its' earnings were out..AMTD on the other hand has that 20M ad campain going on...that's bound to screw up earnings S/T. I personally expect them to take a hit....which it looks like they are in the middle of right now. I plan to be in and out of both of them from time to time. However, L/T I still can't make up my mind who I like better.

AMTD current PE is much better than EGRP. That I know I like.

IMO.
S/T I think they both will split soon...EGRP has also increased their Shares not too long ago, and that's one of the reasons they mentioned in their request....the way the market is going I'll probably hold them till in and when splits are announced...then sell 1/2 and ride. At least that's my current plan.
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