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To: Dale Baker who wrote (12759)	12/7/1999 3:45:00 AM
From: Dale Baker	Read Replies (2) \| Respond to of 118717

To recap Monday's trading, a day that actually added 4% YTD once I factored in CRY.TO and ISWCX gains: Back in STAD, BITS and LDP (formerly LPGL). New positions in ALOY, INFM and FORTY. Scalped IATV for 2 points - worth watching for future trades. Dumped CIRC and LIOX. Notable breakouts in NSATF, CMGI, VRIO, WPNE and AREM. PETM closed over 5 for the first time since August. SCOC, WORK and STAD also reached new closing highs. And ISWCX, as usual these days.

To: Dale Baker who wrote (12759)	12/7/1999 4:02:00 AM
From: Dale Baker	Respond to of 118717

More on CAMP and NSATF - CAMP now trades at seven times sales with $54 million trailing sales. NSATF sports $45 million in trailing sales and has a run rate now headed to $50 million. NSATF's current P/S is about 6. If/when NSATF gets the same multiple as CAMP you get 7 times $50 million sales for a $350 market cap and a share price of $17 or better. That's why I am holding all my NSATF and not taking profits. Then factor in steady growth in satellite TV and Internet transmission the next few years and the picture could get even more interesting.