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To: Jules B. Garfunkel who wrote (8)5/3/1997 1:04:00 PM
From: greenspirit   of 236
 
Jules, funny that you should mention FORE. I have actually been tracking that stock on and off for about a year. Watching it plunge along the way. Recently was thinking of buying in at about the 12.00 range. Then Paul mentioned it on your thread and I started taking a more serious look. The one thing I've noticed about Paul, along with having an amazing amount of technical knowledge, is he's a darn good stock picker too. I should have held onto my AMD with him instead of selling at 28.00. Anyway,

What's my feel about FORE. It looks to me like FORE is caught up in some very serious competition. From a variety of places. It's real tough for me to tell how they will make out in the end. The plumbing sector has had an amazing growth rate the last few years and I think, not only is it due for some consolidation but it's due for some companies winning big and some companies losing big.
At this time I feel better buying the leader Cisco. And waiting to see how things shake out. The reaction after tuesday's earnings report from Cisco should tell us a great deal about how the street views the networkers valuations. My gut instinct tells me Cisco is going to suprise slightly on the upside.

I'm also playing kind of a long shot in "The Learning Company" Bought the other day at $6.00 if they can handle there debt from the buyout it looks to me like they could easily double in price. Discounting there debt the PE is close to 3. Also I like there products. Quality stuff.

What else are you looking at these days Jules?

Michael

p.s. I'm pissed at myself for not adding more Microsoft when it hit $95.00
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