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


To: Bill Wexler who wrote (8030)7/2/2001 10:16:18 AM
From: Dale Baker  Respond to of 10293
 
I try not to stare at roadkill much - it just slows down traffic.

;<)

I haven't looked in detail because I don't like companies that &^*% up so badly that they blow a terrific franchise. Maybe there is a sum of the parts argument there but between their debt and the telcoms equipment market, I would not put in money unless you have a very LT horizon.

I would rather get into a gaming stock at MNTG under 10 and watch the sector mo-mo take it up 50% for me. Mostly buying non-tech lately.

Though BRZE is a terrific value play in the wireless infrastructure area.