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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE

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To: Arthur Radley who wrote (593)1/1/2000 11:12:00 AM
From: Scott H. Davis   of 613
 
I have a red-faced disclosure. Ya'll have probably seen a boatload of my typos over the past year, well I did a big one - a high order digit when I did a check the other day, unintentionally overstated my gain by 30K. Also had a couple of significant pullbacks & closing at the bid. My final, (hopefully accurate) return for the 2nd half year is 87.85%, not bad, but considerably less than 123%. My appologies. Dude - did you end up #1? Congrads to whomever won (I'm figuring my real gain will not hold up in this crowd) Should have just entered in my IRA (up somewhere between 105-110%)

I actually held 6 of these, wish I'd entered one of my other big gainers (AXC, ADIC, PTIX) rather than DAOU, which is my parent company. I picked it due to a presentation at a fall 98 annual meeting where the business stratedgy was presented - DAOU had made 3 acquistions in order to be a full service healthcare info sys provider - They had networking and infrastructure, they added applications (my portion) development and strategic planning. Great idea, it should pay off yet, but fusing it all together was far more expensive than anticipated, with payoff further out. Result was no bueno. Should be a good pick for next year, particularly 2nd half. Eso si es la vida. Scott
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