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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (7721)1/12/2001 3:41:38 PM
From: incomep  Read Replies (1) | Respond to of 10293
 
GES: too much increase in inventory and AR. Though earning positive, cash flow actually $52 million negative. Two CEOs paid themselves too much.
IMHO.
ip



To: Bill Wexler who wrote (7721)1/12/2001 3:58:15 PM
From: Dale Baker  Respond to of 10293
 
In addition to BBY when it dropped to low 20's, I started some TWTR in the 13's the other day, now back to 17's. Good way to play digital conversion in home entertainment and probably somewhat recession proof given the upscale market and money devoted to home audio/video.

Check it out.



To: Bill Wexler who wrote (7721)1/25/2001 4:28:28 PM
From: Bill Wexler  Read Replies (1) | Respond to of 10293
 
Guess what?

Sold a bit of my Guess (GES) position (roughly a quarter of it) at 7 5/16. Once again...my opinion has not changed about the stock, I'm just taking intermediate profits after a quick 20%+ move.