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Technology Stocks : Stock Swap
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To: Patrick Slevin who wrote (16782)11/8/1999 12:07:00 PM
From: Andrew Vance  Read Replies (2) of 17305
 
*AV*--The check might have gone in the mail had you mentioned the NAME of the newsletter. We pay hansdomely for things like that. As a matter of fact, Lincoln appears on the legal tender.

A good ad would have told the SPOOs People that the newsletter had a very conservative 15% return for the stocks we exited in October and that many of the stocks still being held are in profit positions in excess of 30% across the board. Now that would be an ad.

However, we do not do things like that since we enjoy being the best kept secret on Silicon Investor.

And for those that read this thread still, we have a real treat. Do a little bit of homework and tell us what is wrong with this picture and what inferences can be made on the two pieces of information. While they are not identical twins, they are somewhat related to each other and maybe a sympathy play might occur once all of the pundits look at the comparisons or when the "herd mentality" sees more here than meets the eye. Then again, there might be more here that meets the eye if their were proper exposure. Sort of like a junior Cobalt<GGG>.

No recommendation is being made here and it is a stock I own already at both higher and lower levels. Funny thing is that for the life of me, I think both companies are subsets of the same set with some decent comparisions. One was touted and the other a virtual unknown. The reader can decide and we welcome back all comments and explanations as to why these companies are similar or different.

AV

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