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Technology Stocks : SI Diamond Technology (SIDT)

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To: Savant who wrote (620)10/19/2003 11:32:52 AM
From: John Curtis   of 623
 
Savant: Still holding some of my SIDT/NNPP, though I've lightened it by taking out my original monies plus some extra just to reward myself. Still have a sizable speculative chunk. As intrigued as I have been over recent months rise I gotta say though I would be watching company machinations closely I wouldn't chase the stock. History over the past years has proven management less than....errr...adept at execution (billboards, earlier McDonalds screen displays, etc.). Basically they've yet to prove themselves beyond R&D, a classic problem to be solved by all companies trying to move from R&D to commercial organizations. So it goes I guess.

As for gas futures....whoooo doggy! Yeah...I'm playing a number of equities in that sector, ie. DYN, WMB, CPN, AES and a couple of others. If you've followed them these past couple of years you know they've done an Enron-like swoon but avoided BK. I'm hopeful a nice "bracing" (heh) winter will assist their equities. Time will tell.

Hope things are well with you and yours!

John~
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