Mark,
I endorse your comments on Bob Riopel. I like Bob, and think he, as well as we, were victimized by a confluence of unusual circumstances. i.e. High R & D expenses to get ready for Intel's delayed 64 bit Merced, (really a latent asset now that doesn't show up on the balance sheet, but should pay dividends in the not too distant future), insider selling by the management of acquired companies, weakness in the Asian market and with Asian electronics companies, and slower than expected acceptance of USB. I always found him straight forward with me and believe that Tim's pop-shots directed at Bob were, most times, unfair. Hopefully his replacement will bring some freash and positive new ideas to PTEC.
Mark, your pick of SBSE looks interesting, but it would have been nice to tell us about the company yesterday, before it went the 4 points it did this morning. I fear that you will be victimized by the latent period that will exist between now and Feb. 3, when the contest begins. Last year my two picks ALTR and INTC were up some 10 points between the time I submitted those names and Feb. 3. 98 when the contest began.
Regards,
Jules
|
