Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (5378)	2/10/1997 12:24:00 AM
From: Kiriakos Georgiou	of 1576957

Paul, see acrt.com I bought ACRT in 1995 after a friend told me about them. Financing via accounts receivable is neat for some small companies. I thought it makes sense so after the numbers checked out ok I bought. They keep beating estimates, so their stock keeps hitting new highs and I feel like a genius (too bad I sold AMD at $29, not much genius there). The last two months I am up 45% despite a -6% hit in Cascade Comm (bought at $39). Networking stocks present great opportunity at current valuations. CS, CSCC, COMS to name some I like (I own the first two, there are some risks with COMS I don't like, but I'll buy if it drops sufficiently). When is the K6 comming out? March? (I want to buy one) I think the rising dollar will hurt the big exporters (see F, GM, etc.), Intel too might have a tough time exporting the more expensive higher end line (at desired margins). +40% vs yen & +20% vs mark is no peanuts. Kiriakos

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