Tim,
Your reservations = my reservations, and also a few more folks over
on AOL Message Board (not Motley Fool, the other one).
I also agree about ZITL being the leader of the pack, regardless of
direction. The next couple of weeks will tell some tales. ZMAX and 2
other stocks, ALYD & FRX.U, with similar scenarios, i.e. negligible
revenue,caps of (roughly) $120M-$140M (OK, you win), have been taking
the same path as of late - price down in Jan., searching for bottom,
trying to work their way back up. Don't know what FRX did today, but
they were up significantly on Friday. Likewise w/ALYD today. ZMAX just
reving engines but still in neutral. Announcements had better come soon,
or the troops (this one included) will be looking for greener pastures.
For me, may mean either more ALYD or initial purchase of FRX. As
"excited" as Mark at Inv. Comm. has sounded, & with alliances in place,
I'm still heaviest in ZMAX. It's getting to be a day-to-day thing now.
Input from others?
BTW - you quote << Watch ZITL (the conservative play in year 2000)>>
Thoughts that ZITL = conservative are not universal, but I guess you
already know that. I like it, though. ZITL is my other y2k stock.
All thoughts appreciated,
David |
