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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (88617)	1/18/2001 2:50:31 PM
From: Sanjay Mazumdar	Read Replies (1) of 132070

MB, First thanks for turning me on to VASO. Secondly why would you want to do that? I think it is just a question of time before market recognizes the value. All they need to do is keep producing. So far they have just penetrated the market a little bit. The market in this area is significant. I started buying at 5 and loaded the truck below 3 (in my frame of reference anyway, i.e the little $ that I have). I am not much of a trader but if the stock stays this low I'll keep buying. I think this is a long term hold with very little possible downside. What is your opinion of another company I like a lot is Timberline. They own the market for S/W for cost estimation in the construction industry. Their sales will be depressed until they change the user interface. Which will require significant $ (see the jump in their R&D). In the meantime I collect a 3.4% yield. This one reminds me a lot while I kept buying Lam Research whole of 1998. SM

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