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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: JZGalt who wrote (8824)10/10/1999 2:52:00 PM
From: Larry Grzemkowski   of 18928
 
Hi Dave

Yes I knew that was Tom I think I heard you say you picked up some GNSS around 16 or so. That's what I should have done but I lost my focus between 25-5/8 and 16. There were a few nice remarks about GNSS in my November issue of the Red Herring by Kevin Landis, manager of Firsthand Funds. He said he basically looks for leaders in emerging markets of which GNSS is one. At the end of the article he is asked what is his ace in the hole stock and his answer is GNSS. His reasons:

a lot of great design wins
small company riding a huge wave
300 million market cap on a volume trend to tens of millions
revenues will run into many hundreds of millions.

Sounds like a plan to me.

Larry G
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