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To: Boplicity who wrote (153920)2/15/2000 11:39:00 AM
From: stockman_scott  Read Replies (1) | Respond to of 176387
 
~OT~....Greg: I just added WAVC to my farm team....

It is an exploratory investment in the wireless area....Yet, the leader of Canadian based WAVC (Bruce Sinclair) was DELL's former President of Canadian operations. He also also helped run DELL's operations in Europe. When I invest in a young company in a new area I look carefully at the management team. Has the leader demonstrated that he (or she) can successfully scale a business. Can they attract, motivate, and retain top talent..?? These are key questions....I don't have all the answers for Waverider Communications (WAVC) but IMO the valuation is attractive and the upside is huge (if they really execute). Discussions with major overseas partners are underway as I type. Here is a recent review of the company...

stockhouse.com

Good Luck Investing.

Best Regards,

Scott



To: Boplicity who wrote (153920)2/16/2000 6:08:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 176387
 
~OT~.....Steve Harmon Compares CMGI and ICGE....FYI...

Message 12882593

I tend to agree with his assessment. At the moment CMGI is the only internet incubator that I chose to invest in <G>. IMO, 2000 will be another great year for CMGI stockholders. The current price is aweful tempting and I may add to my holdings if it comes any closer to $100/share. I think Prudential's $200/share price target for this year is very conservative. Of course their 2-year target is only $500/share..!!

Best Regards,

Scott