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To: Paul Senior who wrote (11799)	1/11/2001 11:48:38 AM
From: Wallace Rivers	Respond to of 78915

Hi, Paul: I think only Pete and I have been buyers, and we both bought in '00. So, AVX wouldn't make the screen.

To: Paul Senior who wrote (11799)	1/11/2001 12:05:56 PM
From: Kapusta Kid	Read Replies (1) \| Respond to of 78915

I believe Wallace first posted KEM on the thread. In my DD of KEM and AVX, the major difference between the two companies that arose was that AVX stock was more closely held (large ownership by a Japanese company). I took this as a positive and bought AVX. AVX would not have made an O'Shaughnessy screen.

To: Paul Senior who wrote (11799)	1/11/2001 12:24:57 PM
From: Kapusta Kid	Read Replies (2) \| Respond to of 78915

I got in AVX around Christmas. Close enough? I didn't buy BAMM, but yesterday morning I took a tiny position in BNBN for my wife's IRA without ever noticing the interest in BAMM on this thread. Makes me think I'm doing something right. BNBN was getting beat up after the negative earnings, plus what is more contrarian than a dot.com stock? A little less than $1.50/shr in cash, no debt, and I got in under $2. Substantial increase in revenue growth; BN parent is major shareholder. That's enough cash to burn for a few years, I think. A little Peter Lynch in the decision, too. My bro-in-law is a big buyer of books, and he said BNBN was his favorite online bookstore. Says he goes to the B&N store, browses, then goes home and orders from BNBN online. Exactly what I do. I can't fault Amazon's service, but BNBN has come a long way in making their website friendlier. There were several times in the past when I sat waiting for the BNBN servers to respond, so I clicked Amazon and purchased there. I was in 2 different B&N stores this past weekend, and they were jammed with customers and the parking lots were overflowing. Folks spending those Christmas gift cards, no doubt, although the GCs were already in the numbers. But I don't think the GCs are interchangeable betwixt the stores and the websites. Keeping the entities separate.