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Gold/Mining/Energy : Direct Focus Inc. (DFXI)

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To: Clement who wrote (526)10/26/1999 1:02:00 AM
From: trilobyte   of 768
 
Hi Mark, Clement,

I also agree... It was a surprisingly good quarter.
Nice to see such results, especially in view of last
quarter "cooling down" quarter. The challenge, for DFXI
will be to sell tons of beds... especially when their
competitor for airbeds is having such a hard time. But
as for now, they are kicking butt! I hope it continues...

As for my position... It's all gone... and for the record
at 19$/share. I was very tempted to buy back recently
in anticipation of the results but didn't do so as I've
become attached to my other positions. I'm really happy
for whoever bought my shares, though, and wish him/her
good luck. As for me, my portfolio is enjoying a fantastic
year (+80%). My top positions are QCOM, SYMC, AMAT, ADAP.
After DFXI carrying me for 3 years, I've now found some
pretty good rabbits.

By the way, does anyone here have an opinion on Sierra
Wireless (sw.to)? Oups, sorry for changing subjects...

GO BFX/DFX/DFXI

Trilobyte
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