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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (4482)1/6/2000 11:40:00 PM
From: Sir Auric Goldfinger  Read Replies (2) | Respond to of 19428
 
Thnx, J. We shorted VNWK on he LU news. I'd be careful of any internet that has been out les than 6 mos. as the float is too controlled eg ISPD etc. Thnx. Let us know your semi picks after you are done...



To: Jorj X Mckie who wrote (4482)1/7/2000 1:23:00 AM
From: John Pitera  Read Replies (2) | Respond to of 19428
 
Damn, JXM this is quite a laundry list.... how did you have time to come up with it -g-

I have checked out a few so far and your thinking looks sound.



To: Jorj X Mckie who wrote (4482)1/7/2000 11:50:00 AM
From: TH  Read Replies (1) | Respond to of 19428
 
Jorj and Auric,

I am invested in ISPD as a long. I follow you both, and hold a good deal of respect for your opinions.

I am interested in what factors Jorj has identified that make ISPD a good potential short. Make a good case and I will join you.

Thanks and good luck.

Thurston


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