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To: Jeff Sutton who wrote (5282)10/24/1999 3:28:00 PM
From: Gary Korn  Read Replies (1) | Respond to of 10027
 
Which do you think has more potential to grow over the next few months, EGRP or NITE?

Jeff,

1. I'd rather buy INTC than a boxmaker, so from that perspective I like NITE.

2. Glass-Steagall repeal may help the boxmakers though vis-a-vis consolidation prospects, and from that perspective EGRP looks interesting.

3. However, given the different p.e.'s, (EGRP has none, it loses money vs. NITE, which makes money), my investment philosphy would be to stick with NITE.

Gary Korn