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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: cabernetfranck who wrote (53357)	12/29/1999 3:20:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

I was slightly off on the holdings in CONV so sue me. 27% is close to 1/3. My point is the same. GS owns $3MM shares and that reminds me of CAIS with KKR. GS doesn't go into things unless they expect huge returns. The #3 on the Harmon list is a rumor being posted on Yahoo. I never buy on rumors alone but (1) I have a feeling this one is true given previous comment I have heard by Harmon about CONV in the past and (2) that's not why I'm buying anyway. It is simply trading at under 5X revenues which is ludicrous after growing revenue 100% y-o-y.