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

To: Paul Senior who wrote (12882)	7/31/2001 1:23:23 AM
From: White Bear	Read Replies (1) \| Respond to of 78740

Paul..I was going to tell you to be careful with MTP because I knew they had a bad power contract. They have solved this issue. montanaforum.com They are still active in laying conduit and fiber optic cable. I recently saw them at work south of Reno. Good Luck. S

To: Paul Senior who wrote (12882)	7/31/2001 3:31:37 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78740

The future business of MTP, TouchAmerica, is neatly outlined in a separate 2000 annual report that illustrates the profitability of their communications business. mtpower.com I am long MTP Jan 10 calls and plan to add more later.

To: Paul Senior who wrote (12882)	7/31/2001 6:24:07 PM
From: Madharry	Read Replies (1) \| Respond to of 78740

Those are good rules. Don't follow MTP but looks interesting- I purchased more AETH in the AM and am taking a slight loss. the loss might become greater after they report however the ceo has repurchased around one million shares over the past 3 months. that is a pretty strong vote of confidence by someone who should be in the know . the company has lots of cash relative to its burn rate. I also purchased more MFNX yesterday morning at almost the low- i did not throw too much money in it- i mean it was selling at .50 but i believe that given the wealth of verizon and kluge that they will negotiate something that will support a renewal of a $300MM credit line. this could certainly be a 30 bagger over time. and if they go BK and the equity is lost. I was wrong and it will not hurt too badly. I continue to hold shares in mrvc and ldp at these depressed levels.