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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (3567)	7/14/2000 4:18:49 PM
From: unclewest	Read Replies (1) \| Respond to of 22706

apollo, fair question...and i know you like to keep up with that. i own cree and gmst...lots of both. have sold some of each only to balance and to provide funds for new acquisitions. (i am unemployed). thought about getting a job but i can't afford the paycut, and no one will give me 3 months vacation. i buy extra trading shares of cree on every major dip and sell on the rebound...i always post the buy on the cree yahoo thread. that is my beer and bait money. ssti, sndk, flsh in a recently acquired basket. clearly a tornado is underway here. mvis...a position that i am going to sell since cree just bought so much mvis. awesome products close to chasm crossing. wind...ready to add here. i have read studies that indicate the embedded processor market is going to grow exponentially for several years, as every electrical device becomes connected to the internet....wind seems to be building an empire in this space. i bought in low 50's and 40...now 35....but i like it even more now than before. lxelf (luxell tech) recently bought a small position. qcom...bought at 92 and 62 during the dip...posted both on the GK thread. had sold above 150. gstrf bought recently at 7, 8 and 9... recently had cert at 30 sold at 70. will probably buy back on any weakness. just following news for now. been buying and trading enga in quantity for 2 weeks. now just holding long. i believe enga is going to get all of dclk's alta vista business the first of the year when the present dclk and alta vista contract expire. i deduce that from the following...cmgi recently acquired most of alta vista. cmgi owns most of enga. cmgi just announced a 75 million investment in enga...seems natural that cmgi would give the alta vista advertising account to their own ad company, enga. ni from 13 a few months ago. yield was near 9% when i bought it...and i had been following the growth plans. cmrc for 3 days...in at 42 15/16...planning to hold. i had anad at 30 a coupla weeks ago...sold at 36 because i was not happy with the dd info available. current want list: elon in the 40's then would love to average down if it goes down more....finally got a little dip into the high 40's today. gt at 19-20...don't even look it up...you will think i am nuts. arba, vert and fmkt on a dip or on the next big down day in the market. this will make a basket with cmrc. with revenue growth in these four from 3x to 17x, i believe a monster tornado is underway here. plan to buy small positions in lhsp and gmgc very soon. voice imo is the next killer app. i prefer to buy on big dips or very big market down days. i also have quite a bit of fixed instruments that i buy when interest rates are high. usually 10-15 year. have one small mutual fund....an old ML LEE acquisition fund that has always paid around 17%...but i expect to get paid in full this year on that. have one small annuity. UF can confirm i pm him most of my picks as i call them. he just laughs at me... unclewest edit...had sebl from 112 and 106 sold in 160 and 175 area. also trade the hell out of ctxs...lost about 5 or 7 points in last trade...but up about 75 points overall in last year.