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Technology Stocks : ASD Systems, Inc. (ASDS) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Lotozo who wrote (327)	12/7/1999 9:56:00 PM
From: $Mogul	Respond to of 491

Bill the Mkt. Cap is 340M come on it is going to at least 1B based on sector valuations currently, not sure about 5B, that would put it at $200+ a share. I don't want to put price targets on this so lets see where this one goes step by step. After $50 we will talk again and hopefully we will have more material news, etc to draw from.

To: Bill Lotozo who wrote (327)	12/7/1999 10:05:00 PM
From: 5handicap	Read Replies (1) \| Respond to of 491

Bill Nice posts. I agree with you and see nothing but a spiral downward for ASDS. I only wish I could short it through Datek. I made more money on asds than on any other trade, but was also blinded by greed. I only managed to sell about 20% of my holding above 30, and the rest in little bits all the way down to 20. RF

To: Bill Lotozo who wrote (327)	12/7/1999 11:09:00 PM
From: George Leeper	Respond to of 491

Like I said earlier Bill, investors move stock prices, not number of warehouses etc. I personally believe that this is a quality company and as you have said, they have a large following.

To: Bill Lotozo who wrote (327)	12/8/1999 4:25:00 AM
From: Schmedley	Read Replies (2) \| Respond to of 491

Bill, perhaps you're right to ask the questions that you do re: ADSD, Some could turn out to be quite valid. Yet you fail to answer a single one of them with the exception of making some sort of high school assumption about the management capacity of a 'local' Texan. (Lord knows, they certainly don't have any capable people in Texas) On the same basis, I suppose you're the one who decided to ignore the likes of Dell back in 1995 some 6 splits and 500 points ago ; -Nah , a company like that could never make it, treacherous competion from the big guns, uncertain supply from overseas distributors, unstable component prices and constant innovation -besides, they're run by some dumb Texan. Nah, I couldn't buy a stock like Dell (unless of course, they hire a COO like John Scully). So then maybe I should buy a few shares of broadcast.com -nope, run by dumb Texans again. Speaking of Texans -forget Texas instruments and Motorola too .No, I think I'll load up on Winstar, yeah, they've got the goods; 10 billion in debt and 80% of a useless piece of spectrum that nobody wants(except them). QCOM up 600% WCII unchanged. (I see in your profile that WCII is your #1 pick) Next time big guy, have the huevos to tell us about your negative views before the stock has tanked 40%. At that point, you might get a little respect. - at least from this .....TEXAN !!!!!

To: Bill Lotozo who wrote (327)	12/15/1999 7:40:00 PM
From: Schmedley	Read Replies (1) \| Respond to of 491

Bill Lotozo, - Looks like the apology is mine this time. (on two counts) 1) Even though I disagree with you about the quality and prospects for this company (hence I'm still long), I certainly would have fared better had I employed your attitude and sold. I would be buying back my short position in here near the magical 50% retracement level instead of licking my wounds. You were right. 2) I criticized your #1 pick, WCII as a company with a billion in debt and a portion of spectrum no one seems to want. Well all that changed today. It appears that Microsoft is willing to bet a days wages ($900 million) that this company IS worth owning. -the stock popped 20 points before giving back 10. You were right. And I was wrong. So what's your take on ASDS at 17? Still holding.......and waiting.......patiently.