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To: Dale Baker who wrote (13632)12/28/1999 12:01:00 AM
From: Richard TsangRespond to of 118717
 
AGS - looks interesting again at current levels (20-21). It ran to 24 7/8 after price target raised by SSB to $30 a month ago.

cbs.marketwatch.com

With their Sagavista product, I think they are in same space (integration of existing enterprise systems for e-business) as BBSW, BEAS, BLSW, MGIC and others. They also have benefit of existing customer base. Way undervalued at current level, compared to peers, IMO.

Rich



To: Dale Baker who wrote (13632)12/28/1999 12:22:00 AM
From: Richard TsangRespond to of 118717
 
Sold half of BLSW at a double today in 5 weeks and tuck away the rest as free money for long term. Strange action last two days, up 20% back to back without news. Could be secondary offer in the making, and/or split in the talks. The gap will be filled.....but will I have money then?

Also sold half of MCOM at breakeven. Will keep the rest no matter what. Bought some WAVC at 2 1/8, a Canadian stock traded on OTC. Also a wireless last mile solution (LMS) play. Am looking at this as an option play without expiration <g>. The underwriter for the latest round of financing did a good job convincing me.
biz.yahoo.com

I am having too much fun with wireless <GG>.

Rich



To: Dale Baker who wrote (13632)12/28/1999 1:38:00 AM
From: SultanRead Replies (1) | Respond to of 118717
 
Picked up few more shares of SVGI which tried to crack 20 but could not manage it.. Paid mid 18. I think for year 2000, tech value play with solid balance sheet where the share price is out of line with others in the sector is one of the theme to play.. SVGI fits the bill since semi equip sector is slated to do well over next couple of years... FWIW.

moneycentral.msn.com