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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?

To: moufassa7 who wrote (8011)	7/1/2002 10:16:37 AM
From: Mark Konrad	Read Replies (1) \| Respond to of 13660

Bought FLEX at 7.34. Bought ARMHY last week near 6 based upon a discussion during a flight from London to Cologne. Absolutely no insider info was involved whatsoever, here's the gist: almost continuous increasing revs every quarter, no significant debt, large and strong customer base spread around the world (about half European and half American). There was also positive discussion of FLEX and its continuing oem strategy. All imo and I'm long FLEX and ARMHY as of this writing--MK--