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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: mph who wrote (8508)	11/29/1999 3:34:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

WOW - nice moves. NSATF looks like it's in the sweet spot. I'm buying some of that pup.... Can't find much on ASD Systems though. Lookin over the S1 now. What's the story there? OG

To: mph who wrote (8508)	11/29/1999 3:40:00 PM
From: arno	Read Replies (2) \| Respond to of 63513

I'm sorry to say I didn't. Nice move today, Congrats!! Take a look at the PnF chart for ADSP, then visualize what it will look like after today. LOL!! I shorted ADSP for the DWA contest this week. I needed to, cause I have a team mate that has shorted RHAT from week 1. DOH!!! Nothing like playing with a lead weight around our necks.

To: mph who wrote (8508)	11/29/1999 3:47:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

Dipped my toe in for 500 shares of NSATF.. I like it. ASDS looks like it might have something too. Outsourcing of e-commerce will be big for the small retailer that doesn't want to deal with the infrastructure or cost issues of building their own on-line presence. It would appear that ASDS has some good clients - including ToyRUS and Sears. I don't see any discussion of competition in the prospectus..but I only gave it a quick glance. However based upon that quick once over I can see that this pup is a winner.... Only thing is it's valued at .5B on revenues of about $10M annually..albeit growth rates are huge. MIght have to take a position there too... gonna read more today. thanks for the tips!!! :-) OG