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Technology Stocks : NENG: Network Engines, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (56)	11/13/2003 8:20:24 AM
From: Amboy Charlie	Read Replies (1) \| Respond to of 186

Hi Gus, I do appreciate the data on the NENG relationship with EMC. Looks good in some ways but risky as hell. Hope we'll continue to see more OEM agreements. Not going bet the whole bankroll on it, though, as I stupidly did with AXC. Should have gotten out of that one when I first suspected Ed couldn't execute his way out of a mud puddle. Would have made a small profit on it instead of a 95% percent loss. Haven't even got any long term gains to balance against it. Oh well, sure taught me a thing or two. Where do you get all your good info from any way. Never saw the like of how you understand a company's operations so well. Have you looked at PANL, by the way. Into OLEDs and PHOLEDs. Survived the bubble with barely a dip. Made a nice breakout just after I bought it in July at 8.59. Just started shipping screens to Pioneer and only 20% institutionally owned. What's your take on the consumer sized hard drive sector? Possibly some good bargains there right now.