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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (264)	2/17/2000 7:06:00 PM
From: Steve Lee	Read Replies (2) \| Respond to of 30051

Zeev, what are your expectations for the stock price of ISPD? When do you think it will become profitable, they are certainly growing revenue fast, have a big market, and a small market cap. Steve

To: Zeev Hed who wrote (264)	2/17/2000 7:12:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Thanks Zeev: LPTHA is one of the speculative ones. I'm extremly cautious right now and only in a few value stocks like IFMX where there is limited downside (I don't have stops on) or some other positions like OBAS, WIND & MRVC where I'm comfortable holding considering my entry level. As much as I'm cautious there are a lot of good stocks out there (provided the market keeps rewarding the growth stocks with the high valuations and I agree as long as we have this liquidity we'll have high valuations). Of course I'm not ready for my old company as a value play AET until the board really shakes up management. Since its a weak board thats highly unlikely. VLNC should be getting ready for another order soon. Its worth the hold but lets see what tomorrow will bring with the expiration and everyone reading in tomorrows paper about AG raising rates. Will the mm take us up or down tomorrow. Only time will tell (and I have two more days on not on the net). Tim