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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: LemonHead who wrote (9200)	11/12/1999 9:16:00 AM
From: OldAIMGuy	Read Replies (1) \| Respond to of 18928

Hi Keith, I guess there's always judgement calls on each of these Phelps items. It's not like trying to decide which breakfast cereal we'll eat for the rest of our life to give us the "best" health. Sometimes a 'combo' bowl not only tastes better, but might be better for us in the long run. <pure opinion!) TWE had great growth potential back when it was still WHO and independent. I wasn't sure I wanted to own the bank stock and sold out of it at about the time of the take-over. The growth has continued and with TD's help and financing, it probably will advance even further as time goes by. TWE is not unique nor is there a very high gate as far as the basic "discount broker" aspect is concerned. However, it does offer a very nice portfolio of "service" to complement the basic brokerage business. It also has serious exposure outside the US and Canada that seems to be a focal point of management these days. The TD part of the business is smoothing the way for TWE to become a world leader in the brokerage business. For those of us that were "fortunate" enough to have missed the IPO of TWE, we were able to start our investments further down the scale of what was deemed the proper price at the time of issue. As it turned out, the brokerages and financials were getting creamed by sector rotation blues at the time. This has improved our potential with this stock. That unfortuante $24 IPO price will remain an upside resistance point for some time. Every time the stock advances, there will be those who get out of the stock. On the other side of the looking glass, every time the stock moves up, it attracts the attention of momentum players watching for a break out. The market rotates out of issues and also into issues. TWE will do well as the "sector" does better. GNSS is still a puzzle. They have reported very good sales and profit improvement for several quarters. Flat screen technology seems to be growing very fast. It's still a very tiny company and the statistics can be blinding, however. It was their customer list that was what finally swayed me to try the stock. That and the fact that I could buy it cheaper that Dave! :-) I remember a phrase that my uncle used when discussing merger and acquisition. Regarding smaller companies he'd say "These people have to decide if they want to be All of a Trickle or Part of a Gusher." There will be further consolidation in the Chip business and that will potentially bouy all of the better companies. GNSS is a "producer" of good product in their industry. Their specialty and achievement seem to have given them a head start out of their own "gate" but may not be enough to keep them in front. Of the competition about which I've read, many are still in the advanced design stage. They may have better potential prospects, but they still have to deliver "product." Sometimes being there first can be what drives a stock. Let's hope their continued success follows the arithmatic expansion of their industry. The POP to $20 on GNSS yesterday puts my account solidly in the black. It might even have tripped a GTC order, but that will have to wait 'til I get to my office. In any case, it should help to make any of the earlier AIMers closer to whole again - assuming they followed Mr. Lichello's advice about buying more shares during the "depressed" part of the recent price history. I've a meeting to attend this AM but should be able to get back to the AIM thread later today. Best regards, Tom PS: Only 800 more posts for the next Millennium Prize!!!