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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (12488)5/21/2001 11:51:03 AM
From: Craig Bartels  Read Replies (1) | Respond to of 78616
 
Paul,

I am in the IT field, have been following voice over ip for about 18 months now. Let me tell you, voice over ip is going to be huge over the next 3-5 years. I have invested in several voip companies, ININ, ATGN, and CLRN. ATGN is selling for less than cash value and no long term debt, just announced stock buy back as well. I am averaged down to about $2 a share for about 15k shares. CLRN is my biggest holding right now, started at about 28ish a share(I know, to expensive, my mistake), but now with about 5k shares at 13ish average. Jacobs knows what he is doing, I am looking out 2-3 years.

If CLRN can do this right, I feel they could be the next Cisco, you heard it here first!

chbartel



To: Paul Senior who wrote (12488)5/21/2001 2:37:52 PM
From: Grommit  Read Replies (1) | Respond to of 78616
 
NLY -- please take a close look and let me know what you think of this. It is similar to ALLC, but higher yield, and within a REIT structure. I bought this morning.

biz.yahoo.com

thanks
Grommit