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Technology Stocks : Netcom

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To: Michael Kim who wrote (2530)1/22/1998 9:23:00 AM
From: Curtis Gruber  Read Replies (1) of 2601
 
yeah MK, I always am kicking myself for what I shoulda done....I still have a big chunk of PSIX, in fact have as much PSIX as I did NETC so I am kinda happy with the surprise bid, hoping it brings in the real bidders to ante up, maybe see $12-15, though 400 mill. seems pretty fair for PSIX, comparing NETC at 280mil(?) and BBN for 600 mill(?)

Maybe this will make up for some of my SPYG losses, blew a big wad on my Jan calls that expired worth a big goose egg.

Been studying up on MICA, Rich. Don't see why this stock trades below book, I love stocks that do that. Given a little time valuation always improves. We'll see.....

Sorry to have been away so long guys, I was in Tibet on a mountain finding myself.

cheerio,
cg
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