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To: Dale Baker who wrote (14586)	1/15/2000 1:09:00 PM
From: Steeliejim	Read Replies (1) \| Respond to of 118717

I subscribed to TSCM earlier this year, then got a comp. sub. when I went to DIR. Still getting used to who is best at what among their writers. I believe there was some potential edge to be gotten from some of the comments. I wonder if now TSCM will be just another voice lost among the so many that are already so difficult to track. That's one of the reasons I like this board so much. A lot of the stuff has already been distilled down to its essense. What are your thoughts re. XICO LT? It has a great chart, and I noticed that there were a couple of big block buys just before it went on its latest jump. It also looks like a real business with real products. Also, take a look at ORFR. It has had some real problems--just plead guilty to violating export rules. But it has a settlement with the gov. and it actually increased revs. It got really beaten up--deservedly. But it actually has a going business in the right markets. Steve, you're so great at ferreting ops before they pop, whadya think? One concern that I have is that there have been no insider buys even at the huge discount in stock price. JIm Jim