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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (17396)	11/13/1999 1:35:00 PM
From: pipick	Read Replies (1) \| Respond to of 29382

Sergio, thank you for your response. ACRI will use the proceeds to buy equity positions into more emerging growth businesses ala CMGI EXCEPT that it is not tied down to ONLY internet companies. I realize the fundamentals escape you. You must look much closer at each of ACRI's holdings. There is so much gold under there. You're missing it. The chart should be telling you that. IHII conference call on Monday afternoon. We'll see. Looking for a 150% move from the base of ACRI (near 15) to a peak of 37.5/share on this next big move. Why? We saw a similar 150% move from base of 8 to over 20 last time. Comments?

To: Sergio H who wrote (17396)	11/13/1999 3:27:00 PM
From: Ken W	Read Replies (2) \| Respond to of 29382

Sergio, Something further about NANX that were were discussing. From their website. Nanophase also believes that in order to grow the business, the company must be prepared to expand its manufacturing capabilities, implement pilot manufacturing areas, and increase laboratory facilities. Nanophase expects to expand its facilities in the foreseeable future. This plan was discussed during the 1997 IPO process where funds were allocated for future expansion. A portion of the IPO proceeds will continue to be earmarked for this expansion and the funding of ongoing operations when necessary. The company continues to work with major partners in previously discussed fields of chemical mechanical polishing, CRT coatings and other semiconductor and electronics applications. The supply agreements with Schering-Plough, EKC and Itochu remain in effect. Nanophase also continues to pursue additional development projects in the ceramics field. They look to be in the right places, just need to execute the plan and tell people about it. Ken