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To: JSB who wrote (11324)10/21/1999 10:12:00 PM
From: Richard TsangRespond to of 118717
 
Thanks, Jeff. Will be a while before golf season starts here again. Hate that wait!

Got lucky with ARTG. Third time dipping into this. Sold half today. Announcement after close. Not bad, but not sure what that will do to the stock tomorrow. Also saw news of secondary offer. May bail if it drops below 60.

Bot some more MGIC today @21. A nice little software company in similar space of ARTG, SILK, and BVSN. MGIC also has added advantage of being active participant in the Linux platform, also is an IBM recommended e-commerce tool for AS/400 platform. Already making money the last 4 quarters with current year EPS at $1.05 and $1.55 for '00. Current price ($22) representing 14 X year 2000 eps is a steal as growth in this space just took off. Considering BVSN ($190) is more than 270 X year 2000 earnings ($.70) the upside for MGIC is.....well, don't mean to hype.

Still holding big chunks of MSGI, BINC and MVIS. Interestingly, in a down day, these 3 have contributed to a nice up day for my pot.

Also bot some TUTS @33 3/4 and PKSI @30 3/8 today from other recommendation sources.

Rich