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To: Raymond Duray who wrote (410796)	6/1/2003 1:36:19 AM
From: Steve168	Read Replies (1) \| Respond to of 769667

My value investing model portfolio returned 130% in past 2 years. I believe I have formed a real money making methodology from my 12 years experience in the US stock market. The return is in a real brokerage account, long/short stocks only, no margin used, typically hold 10 stocks. I buy under cash value stocks that hold some key technologies may change everyone's life in the next 5-10 years. Success stories including PHTN, bought at 3 sold at 65, it went up to 90 after I sold. Bought SINA at $1.5 a year ago, holding core position now at $16.27. I recommended ALVR at 1.86 in Feb 2003 at Value Investing thread (SI). It closed today at 3.46. I also developed my own technology such as a data mining tool to measure investor sentiment over Internet. I am looking for money management job or my first client. It is also greatly appreciated if you can give me some advice on how to get that. Just for the record here, I built up core long position in VICL, now moved my trading money from ALVR to it at $4. Thanks, Steve Below are my previous posts on ALVR at Silicon Investor. Message 18967881 Message #17110 from Steve168 at May 22, 2003 5:42 PM ALVR new yearly high 2.85, still under cash 3.1, book 4.34. There were 2 over-million-shares-traded days on average daily volume 80K previously. Great breakout pattern on chart, peer AIRN, PROX predict turning to profitable soon. ALVR should be profitable too and we should see 5-6 in the next couple months. Below are two of my previous posts, recommending it at 1.86 in Feb 2003. To:Steve168 who wrote (16459) From: Steve168 Saturday, May 3, 2003 12:44 PM View Replies (1) \| Respond to of 17109 ALVR recently made a 52-week high and still trading under cash value with no debt. This is a classic Graham net cash value stock. I recommended here (see below post) in Feb at $1.86, it closed 5/2 at 2.59, and still trending higher. Take a look and see what you thinks. I am holding on to my large position. To:mrcjmoney who wrote (16457) From: Steve168 Tuesday, Feb 18, 2003 12:51 AM View Replies (2) \| Respond to of 16966 MrCJ, thank you for your nice comment. My largest holding is ALVR now, trading at 1.86 while cash at 3.14, book 4.36, and zero debt. Losing about 10c/Q, not too bad, it is a leader in a niche market of Broadband Wireless Access. I believe the company has a chance to be profitable in the next 12-18 months. When that happened, it should be at $3-5.