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Pastimes : DD's DD

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To: Due Diligence who wrote (1145)3/15/2000 5:32:00 PM
From: Due Diligence  Read Replies (2) of 2080
 
___________UPDATE___________

Moving towards only the "reporting" stocks with decent fundamentals including reasonable share size, profits, and/or potential within the Computer, Bio., and Telephony fields. Sensing these types will stand on their own merits better as some of the "fluff" ones start to unravel after tremendous increases with questionable fundamental support and valuation. Could be wrong, but doubt it.

XPDN - Re-positioned again.

PHFR - Holding. Reportng,revenues profits.

IDCP - Holding. Reporting.

INFC - Holding. Reporting,revenues and profits.Sopke to the company today about keeping the investors informed via releases. Positive response.

BRTL- No change. Reporting.

TMSS- Closed another +5%. Reporting.

TWOE - No Change. 10K filed in Feb.

BGII - Waiting for financials. Reporting

COLV- Holding. Reporting,GSA,Logitech, and news today.
colecomputer.com

CFCC- Reporting. Spoke to Ariel at CFCC. Annual in April and Quarterly in May. Very positive. 12 Mil. outstanding, 3 Mil. Float, tightly held.

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