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To: Dale Baker who wrote (12965)12/10/1999 4:43:00 PM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
I direct everyone to the LINK thread for an interesting exchange between myself and a noted SI personality.



To: Dale Baker who wrote (12965)12/10/1999 4:48:00 PM
From: SteeliejimRespond to of 118717
 
Wellll, one you already know about. I bought a bunch of NSATF. Even with the big rise, it looks like a great story AND even has some fundies to go with it. I'll be leaving for Cozumel Sun., and didn't want to miss all the fun while I'm gone. Still 75% cash though. I was thinking of setting a sell stop, but frankly, I'm worried about shares being taken away. Seems to me that even if there is a downturn NT, NSATF has such a great future that a lower price should mean that I can buy more later.

SGNT has been mentioned here too. Also looks like a great story for longer term. Agree w/Trader Joe re MGIC. Saw the pullback as an op, but didn't pull trigger this am. Consider it more of a trader at this point.

Keep the market warm for me--though I wouldn't be surprised if there is a cooling off as XMAS and new year get closer. OTHOH, there is a great pull for people to hang onto profits through new year to avoid taxes.

Jim



To: Dale Baker who wrote (12965)12/10/1999 5:17:00 PM
From: Richard TsangRead Replies (1) | Respond to of 118717
 
ADAP - up 50% in a week. I first bought on Monday @43.4375, added on Wed @ 51.75, closed today @65.25. This is what I posted after I bought on Monday:
beta.siliconinvestor.com

Wish I had money to buy the other two PROX and MCOM.

My portfolio reached another high today +3.6%, making it 5 in a role this week, first for me. Celebration time tomorrow in Chicago. Cheers!

Rich



To: Dale Baker who wrote (12965)12/11/1999 10:21:00 AM
From: Steve SmithRead Replies (1) | Respond to of 118717
 
A quick DD on ROHN:

ROHN is in the right industry. It "manufactures and installs wireless infrastructure products for the communications industry, including cellular, Personal Communications Systems and other telecommunications businesses.

biz.yahoo.com

ROHN's market cap is 174 million. WFII is a recent IPO which is in the same business, and has a market cap of 1.95 billion. So relatively speaking, ROHN is undervalued.