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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Jimbo Cobb who wrote (3395)	7/29/1999 10:16:00 AM
From: Mao II	Respond to of 12662

Jimbo: I think this ECI is misleading. GDP number, Michigan consumer index suggest slowing. Copper remains low -- that's my personal measure of commodity inflation. M2

To: Jimbo Cobb who wrote (3395)	7/29/1999 10:22:00 AM
From: Mao II	Respond to of 12662

Jimbo: ALSC is rocketing up. What a great buying op I pointed out 4 U!!!! Up over 10 percent today! I PU more AAC already and have an order in 4 MORE @ 8 5/16. Don't think Ill get it tho. IF I do, it will be another opportunity seized!!!! Will U join me??????????? Looking to add more CYMI, 2!!!! M2

To: Jimbo Cobb who wrote (3395)	7/29/1999 10:25:00 AM
From: Mao II	Read Replies (1) \| Respond to of 12662

Jimbo: Here is the reason 4 ALSC rocketry this ayem. Found this on the Alliance thread. M2 To: DJBEINO (5517 ) From: AJ Berger Thursday, Jul 29 1999 9:49AM ET Reply # of 5618 ALSC given $21 value on CNBC Squak Box! Rick Schottenfield discused the UMC, BRCM, Chartered value story, pegging ALSC's hidden portfolio value at $21 per share! We're the only stock up on a down day, we're a "value" play flight to quality, and most online quote services are up to date now showing ALSC with a new P/E of 9, which newbies should like! I posted time and again, the trick was to hang in their long enough for the financial press to notice us, and here we are. I see an $11 close today, and bought more at the open at $9-7/8.