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Technology Stocks : Full Disclosure Trading

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To: advocatedevil who wrote (3264)	12/16/2002 8:39:14 PM
From: robert b furman	Read Replies (2) of 13403

HI AD, My best idea is a small cap - that has just turned profitable after 8 quarters in the red. Subject 9615 During these quarters they've reinvested all profits and more into R&D. Most of those projects are now real products and R&D is on the decline. kvh.com It is the payoff side now with two new initiatives still in the pipeline -The modulator is back burner awaiting a telecom pickup and the low profile live phase array antennae anticipated to be intro'd in Las Vegas at the Consumer Electronics Show in Las Vegas 1/09/03. Check out this thread it is the most complete thread in SI - JMHO. This stock is a multi bagger IMO. Full disclosure - I've owned this stock for years and have accumulated a position that is - well over 1% outstanding. This stock missed the bubble completely and I expect will be an IBD "NEW AMERICA" stock in the next up cycle. I'm very long and maybe blinded - but I really like it. I can't tell anybody what to do with their money - but that is what I have done with mine. Your trading is great - but in my way of thinking should also be enhanced by long term buy and hold stocks that can offer a 20% tax rate on huge percentage gains. Best of trades. Bob

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