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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (35247)4/4/2001 7:47:56 AM
From: edamo  Read Replies (1) of 65232
 
Dealie...."IBD ratings...MSFT/KREM"

krem actually deserves that rating as it is an excellent business model, creating a franchise name, and still room to grow geographically....

i know many are shorting based on valuation and lock up reasons...but it hasn't been hammered....

anyone would have been better off shorting those that tom said to buy....and would have tripled their money....

in a recession donuts are more affordable then optical testing equipment and esoteric memory...and they taste better!

have no position in krem, just admire them as a real world business with a quality product...

good luck

ed a.
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