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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: OldAIMGuy who wrote (6740)2/3/1999 5:26:00 PM
From: JZGalt  Read Replies (1) of 18928
 
I think that when you have volatility, you have people who don't deal well with it. AIM is a good solution for this. I don't mean that in a bad way either. I have no notions that anyone else could replicate some of the investments I have made over the past 6 months with a buy and hold mentality and be able to sleep at night.

BTW, did AIM kick in an JBL buys yet? Just curious. After breaking $79 it has backed off quite a bit lately as the sector got way ahead of itself.

I just missed more GALTF this morning. Came back from therapy and hit the 21 3/8 bid, but it moved away. Maybe tomorrow.

There are other secondary bandwidth plays I am looking into now for the future. We have discussed how we go from virtually zero bandwidth to where we are now and slightly into the future (CSCO, cable modems, ADSL, etc.) but I think it is just about time to start to look at companies that will provide services once the bandwidth is LARGE.

I have a small position in NETG which I believe will be a good play for advertising on the net, but others either seem too expensive or too far from actually making money. DLGC I've mentioned before. CEO was on CNBC yesterday and did not do a good job of explaining it's new product. WSTL looks like it is going to putter around for a while at these levels. Sigh! I found another one which is going to make money, but I haven't bought it yet, so it has to stay under my hat for right now. Small float...

My friends and I are looking at ways of graphically representing tech stock bargains. Still very preliminary, but GALTF sticks out like a sore thumb as a screaming buy.

Today was a good day. +1.8%

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Dave
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