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Pastimes : Silicon Investor ThinkTank

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To: MSB who wrote (438)12/22/1999 1:47:00 PM
From: greenspirit  Read Replies (1) of 3372
 
I didn't know mindspring was doing conventions. No, no it must be on the west coast. I'll bet over half of the SI members come from the west coast. It would be interesting to see the demographics though.

Congratulations on NVLS. My AMAT also has performed very well this year too. Regarding ILOG, sometimes you get lucky. :-)

Seriously though, my portfolio stunk in the first half of the year. But in the second half it went through the roof! It's going to be a great Xmas!

Still like FCSE at these prices. If you can pick some up at 4.00, I believe it's a real bargain. Intel doesn't pay license fee's for other chips very often. And if the FS400 chip get's embedded with every Intel graphics chip, FCSE stock could go through the roof. It makes sense to me that that every television should be capable of being hooked to a computer. All this talk about quality deteriating too substantially is nonsense to me. I've owned an FS200 device for 3 years. And it's great to kick back in my recliner and write to you (like I am) from my recliner and remote keyboard. But it's always a risky play when you are dealing with such a small company.

Best, Michael
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