To: Ken O'Connor who wrote (225 ) 1/25/2000 10:41:00 PM From: Hylas Read Replies (1) | Respond to of 526
Lord Ernie, It has been a while since we last had a chat. I have been of off Silicon Investor for a while. How has your last year been. I have had a few big gains, CRY (and still holding),BNTI,CATS and also SGMS on the last run. I wish I would have talked to you earlier as I sold my ECNC at $0.18. I am not sure why I sold, well I sold to buy more PSCKF. Anyway, are you still holding SBET. I am not sure what to make of the new reorganization. The company will not call me back. However, I believe they will be rolling out Totemaster soon. Do you have any information? As you know, I usually buy companies that I feel are undervalued and I still believe that CRY could hit $100 US within the next six months. Do you have an opinion? Also, what is happening with SGMS. Their advertising costs increased significantly for the last quarter posted. Their revenue also increased. Do you know if their revenue increased due to their entertainment division or do you think it was from upfront sales of their software. Their president won't return my calls either. For a Manager of a Trading Desk at a major Investment firm I am not getting very much information. Its funny though, I call a large company and they call me back immediately. I guess that's what you get when you deal with venture companies. My current picks are: CRY - TSE NBLH - T - OTC SBET - L Some of the large Canadian Mutual Fund Companies are selling at good Stock Price/Cash Flow multiples as well. For Blue Chip stocks, I like the tech sector (of course) - LU/N and DELL/Q. I guess those are a big suprise. Watch for a new issue on Nasdaq in the upcoming month - Delano technology. Unfortunately, I was unable to grab any of the IPO, but from a good source I have heard their products are good. Don't know if that will take though, who really knows... Anyway, one more thought, what do you think of PSCKF.... I will be retiring off of CRY anyway. Wishing you the best in the future. Hylas