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To: Boplicity who wrote (2972)	7/23/2000 5:58:00 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 13572

Gregory M.: Excellent post. In addition to John Leo, another mutual funds manager who "gets it" is Robert Loest, who manages the IPS New Frontier and Millennium Funds. He is one of the stockpickers on Maria Bartiromo's Friday evening show (6-6:30PM, CST) and is always worth listening to.

To: Boplicity who wrote (2972)	7/23/2000 6:32:14 PM
From: allen menglin chen	Read Replies (2) \| Respond to of 13572

Thanks Greg. Did he just follow your SI advice and a secret follower here? :) PEB on NYT Message 14093372 PWER report early next week; STLW -- Pat has a msg on NUFO board to me, she is not very excited of it. I'll probably lock in some profits if it runs abit next week. Listen to Brinker, and prepare to jump ship in the next few weeks. bobbrinker.com

To: Boplicity who wrote (2972)	7/23/2000 11:35:55 PM
From: T L Comiskey	Read Replies (2) \| Respond to of 13572

Greg...re John Leo..."We've been buying more Altera Corp., which is a company that provides programmable logic devices, a type of semiconductor to communications-oriented companies. And they continue to raise the bar in terms of their growth potential and their profitability. " Any interest to you here..?...an old friend has quite a chunk of ALTR......(he's a former employee...) Split announced at earnings just 2 weeks back......believe it's the leader in it's sector...down off its high.... Thx Greg Tim

To: Boplicity who wrote (2972)	7/23/2000 11:39:06 PM
From: Sig	Read Replies (1) \| Respond to of 13572

Hi Greg: Revenue charts shown at the Dell shareholders meeting show growth continueing exponentially. They do have a storage product ready for release soon contrary to some analysts comments. I had a few words with Michael, mentioned Kembles name and he said he was very impressed. Am not saying what he was impressed with(hehe), but they were nice words. Pat is comfortable, Kemble is comfortable, I am comfortable with Dells future- check the thread for forthcoming construction photos which highlight the vision involved. As you know I have some sdli, jdsu,glw,plcm which provide some spice to go along with Dell so lets keep the wagons rolling. Forward Hoooooooooooooooooooo------->. Sig (who never mentions losers like sebl(sob)