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Non-Tech : CGX.....Consolidated Graphics -- Ignore unavailable to you. Want to Upgrade?

To: jjrocket who wrote (4)	12/22/1999 11:34:00 PM
From: Rod Neff	Respond to of 11

I got in at $22 in early November, didn't like how it was acting and got out a couple of weeks later with a $75 loss on a 100 shares, I thought it might test the $16+ recent major low, which is not unusual for stocks that have been hammered like CGX has been. I also think it is overdone but what do I know. Anyway, I will be watching closely now to establish a position in this decent company.

To: jjrocket who wrote (4)	12/22/1999 11:35:00 PM
From: R. Murphey	Respond to of 11

ADT: Overdone!! Of course I believed that after the last major drop. They're making money, with a low PE. I truly believe there will be some much bigger disappointments among the high flying techs. The key question will be the reasons for the miss. Bad analysts abound everywhere. Assimilating a bunch of new businesses is a temporary drain on resources, but reasonably manageable. I'm looking for the value pop. Regards, Bob