Firsthand Funds - Month by Month Comparisons Message Board

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Strategies & Market Trends : Firsthand Funds - Month by Month Comparisons

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To: LemonHead who wrote (6)	5/8/2000 8:14:00 PM
From: John Liu	Read Replies (1) of 22

I actually made some money off gnss when I sold at the end of last year at around $26. I sold becuase as I was listening to what I heard on the confrence call and I did not feel comfortable with GNSS as the technology shifted and were not sure if they can dominate the new technology like they did with the old. I guess I liked SAGI partly on the basis that no one company has dominated the market yet and SAGI looks about as strong as the other two but has a much lower market cap which might mean high return. I also liked this PR sageinc.com which they say they dominate the digital interface flat panel market. Not sure if this is the same market that all three are fighting for and not too much a tech guy either. Still have not bought any of the three since have other safer protential(COMS, CEGE,...) stocks looking at. John

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