Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: SouthFloridaGuy who wrote (22671)	11/3/1999 12:24:00 PM
From: gizmo&jack	Read Replies (5) of 108040

Agree Puff. Couldn't get into SI today till now. First, want to thank Kimberly for her compliment. Guess I was right this time Puff. You see, whenever I get nervous, I just look over at my cat, gizmo. He's a persian who absolutely never shows any emotion. No nerves. Then I pretend I am him (since I do use his name). Kimberly is still a goddess in my opinion though. And for that reason, I did sell DSLN and DRTN at the open. Smart in one case and dumb in the other. I do think DSLN is a bit overextended given its revenues of a mere $317,000 and current market cap of $1.2 billion. Kept BSQR which I bought at the close yesterday. A great intermediate term stock. Will just keep on going. Handheld computers will be enormous and MSFT will be a major force as it always is. Which leaves BSQR in an enviable position. Only buy I made today was INPH with everyone else here at 28. Just too undervalued as a direct JNIC competitor. When I saw that this company was trading at a mere 2X revenues (not 20 or 200, but 2), it was a total no-brainer. Another great call by the thread.

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