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Non-Tech : Donna Karan
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To: Crossy who wrote (101)10/7/1997 9:31:00 PM
From: mattie   of 114
 
Crossy,

Good trade. I'm sitting on a big gain on this too, but I am holding out for a higher price. I still think low 20's will come soon enough.

Where are you going to stash your profit? You seem to have a similar investment style as me. Have you looked at the disk drive co's? Seagate looks very attractive at 9x next years earnings, psr of .8 and secular growth rate of 25%. ...but it might not be out of the woods yet. If you don't mind a little volatility, it could be an easy double in within a year.

Also, watch out with your TLTN I don't have a good feeling twords the management, but it is cheap.

Best of luck
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