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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Leader who wrote (65088)	7/23/1999 10:43:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

jeff, I think Casino Data is making nice progress and rumors of their demise have been very moderately exaggerated. My other gaming small cap, BETM, is also showing signs of life. But the thing that bothers me about CSDS is that gambling hotels are very overbuilt and will be a huge casualty in any economic downturn. True, their market share is so small we may not notice, but it worries me. Be careful what you ask for. The price may already be between where Rambus and AOL will be next year.