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To: JSB who wrote (14853)1/21/2000 8:32:00 AM
From: Richard TsangRespond to of 118717
 
Thanks, Jeff. If I was so sure about ADAP, I would have done just that, LOL.

I think NETM is catching on, I really do. It is heading for 10 this month and then 15 before the year is over. The assets (cash and talents) they now have after all these M&A's will help them execute. Knowing you have some from the old days, you may want to average up. It is now my largest holding in the portfolio (7%), just a touch more than BLSW, MGIC and ADAP.

Rich


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