Jimbo: Yes, your summary was accurate. I never stopped being friends. I hate the way you rub salt in the wounds especially on Friday evening when people are worn out after a bad week, and a bad month, but I have to admit that you do serve the purpose of forcing us to think about our investment in COMPAQ and, unlike other Jeremiah's, you do offer a constructive alternative.
I think that LPGL is a good find, and I would not have looked at it had you not brought it to my attention. It has some corporate peculiarities which are worrying, but it also looks like it could make money on a fundamental basis. In fact, it looks like it could kick butt.
The valuation on NETP is much harder to make, because it is so dependant on the internut craze. However, as far as I can see, it should do well over time. Hopefully, a short time. |
