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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT
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To: Rob Preuss who wrote (1226)9/8/2000 6:57:15 AM
From: joemjo  Read Replies (1) of 1250
 
Rob,

Congratulations!

First, Good job on carry this thread practically by yourself.

Second, I hope all of your "learning" these last few years will position you for future successes. I too have changed my investing strategy over the last 4 years from a very active trader to a more buy and hold method. Just last night I reviewed my positions for a charitable gift and saw where I own ACTM at 8 and change for a 650% profit since early 1999. Probably bought CMCI a 4+. I never held a stock a week before 1998 probably. My performance has increased dramatically with the new strategy. The point here is that for both of us a willing to learn and change is a great way to go through life. Well done.

Thirdly, I am still in love with the CEM industry. It sounds like you no longer have any exposure to it. I find it easier and more conservative (I hope) than finding a product company with the next "silver bullet". If you can do it I think you will be more richly rewarded than me. I do have concerns that a possibility exists that the networking infrastructure build out may be slowing its growth rate or even slowing. If so, CEMs will pay a price. Though I am only assigning a 10-20% likelihood at this time I am more concerned than before.

joemjo
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