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To: Grandk who wrote (2734)12/2/1999 9:14:00 PM
From: Marc Newman  Read Replies (1) | Respond to of 4149
 
Call me crazy, but I'm getting pretty excited about AKLM here both as a 2-5 week trading vehicle and as a buy and hold.

The Pe is ridiculous.

The industry is really getting attention.

The games have shipped in good number.

And there are some real catalysts early next year like the debt retirement and the ECW launch.

Maybe it's just my temperament--I always want one of my good ideas to be suffering unnaturally so I can move buying power from the successes (THQI and TTWO) into it. And I do think this action is symptomatic of tax loss selling and maybe a big holder dumping as well. Just a market dynamic to recognize and try to profit from, IMO.

Marc