Doc Stone's Bierstube und Trading Room Message Board

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Non-Tech : Doc Stone's Bierstube und Trading Room

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To: David Howe who wrote (511)	2/7/1999 2:59:00 PM
From: M. Frank Greiffenstein	Read Replies (1) of 638

ZOMX and CDRD... I have added ZOMX to the Internet Value Portfolio (it is already in the reader's picks portfolio). I added CDRD to the WIldAss Speculation portfolio. ZOMX has a growing core business of optical storage and discs. This alone would qualify it for the Small Cap Value Portfolio. BUt it is a nice derivative play as well: It owns 30% of Chumbo.com, and electornic software distribution company. CDRD promises to make the first change in radio's business model since Marconi: Subscription radio services, seamlessly delivered via satellite. CDRD crashed Friday after it announced delay in launch of satellite...they also need 18% more $$$ than planned (nominally, 175 million). Message 7269429 DocStone

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