Welcome back Danny-boy! It seems the old crew is assembling again for another run!
How's the Benz running?! I'll be picking up a new ML430 this Thursday with profits from RMBS, VRGN, CYTO, CPQ, DELL, ASND, and a few others too numerous to mention! Of course those profits are net of losses in CS, ZITL, ATML, NSCP, MRL, and APA!:-() 1998 has been one hell of a year!
MRVC is an easy double from these levels within the next 6-9 months without any buyout. Would you agree that the optical business is the sleeper in this story? Nice cash on hand, excellent price to anything ratio's, and still growing at 30% plus! OK, Noam and crew could use some serious help in the ivory towers with PR and the like, but does warning of a 10-15% decline in the GROWTH rate justify the spanking this puppy took...NOT!
I had to buy today at $7.5 just in case it takes off but I still think there is a good possibility of MRVC hitting $5 sometime within the next month or so. If I'm right, I'll be a big buyer...may even triple up and go for the E55 by the end of 1999!!!
$weet Dream$
$tarpopper |
