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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (371)	6/9/1999 10:47:00 AM
From: j g cordes	Read Replies (1) \| Respond to of 1316

ALSC.. still climbing

To: Sergio H who wrote (371)	6/9/1999 11:01:00 AM
From: j g cordes	Read Replies (3) \| Respond to of 1316

Going long on EVSI at 3.75, patient longer term play as company is selling below book on mass internet expectation fire sale due to a number of reasons. Restatement should show that the company is not a star, nor is is a dredge.. worth about 6 in my opinion, after it dusts off from this fall. Article for background: fnews.yahoo.com Jim

To: Sergio H who wrote (371)	6/9/1999 11:50:00 AM
From: Phil Jacobson	Read Replies (2) \| Respond to of 1316

<<EXDS is moving nicely after the upgrade>> While the downward movement ticked me off a lot, the reason I didn't sell on this thread was because I've looked at them quite a bit for business reasons and determined they are positioned better than almost anyone else to deliver on their promises. They've got all the pieces in place - top notch hosting, application hosting, intercity bandwidth, international focus, great management, etc. to be a huge player. The nature of this thread seems to be more toward short term plays but EXDS is actually long term for me. Phil