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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (89949)	2/28/2001 8:08:42 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

yup. looks like a good time to buy, imho. however, the markets are restless. maybe a first third. i don't feel as bad that i exited at $28 - 2 or 3 weeks before it hit $50!

To: Joan Osland Graffius who wrote (89949)	3/1/2001 1:48:04 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

joan, this may be impacting some bios... siliconinvestor.com

To: Joan Osland Graffius who wrote (89949)	3/3/2001 1:52:07 AM
From: double-plus-good	Read Replies (1) \| Respond to of 132070

Joan I've started accumulating recently at 8 and was impressed with the big volume on thursday so i added on my second third there. With their recent sale of Primedica they have about 3 cash per share plus a few shares of CRL. My sense of it is that there may be some extra pressure on the downside from the foot and moth disease outbreaks and the continuing mad cow business. I'd assume they have their herd insured though I haven't seen it mentioned anywhere. I believe you were the person who brought EPRE up in discussion. That has been a nice move up from what was a clear case of tax selling. I'm thinking of buying back at 6 1/4 where there is some trend support, as well as cash value support. I've been looking at IBAS and ITXC; a couple of internet telephony providers selling at/near equity value. It seems to me that the technology is viable and the trend toward packet switched calls is permanent. Both are ramping up sales at a furious pace; clearly these outfits are in part responsible for the pressure on distance rates that is killing the likes of T and FON. The losses are substantial, but all the same they seem like a wave of the future and they are approaching compelling valuation levels. IBAS just completed a stock based acquisition and some 10 million shares were immediately registered for sale. Judging from the tape on friday they may already be hitting the market. So the valuation there may continue to become more attractive. A stranger value play is KDUS selling for half of cash. Its a rather biazarre story that you can check out on the KDUS thread here on SI. I bought a lot on the tax seling at the end of the year and am willing to be pretty patient to see how the situation resolves. Brian