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To: IRVINESULLY who wrote (358)	1/2/1998 2:05:00 PM
From: jan_mike	Read Replies (1) \| Respond to of 3222

I think that's a Christmas tie? I think you're right longer term about the relative growth potential. If Envirotech starts pumping chicken fat in every state west of the Mississippi, their income potential is not measurable even with my shoes off. If I have the right handle on the Asian crisis, the Malaysians will wind up producing goods at depressed wage and materials costs and selling them through their new connection in the USA at beefy dollars prices. I think it gives them an additional boost besides being a bit ahead on the business plan execution. I also like this recycling business. I have owned RECY off and on this past year and seen some of the cost benefit figures for using recylced steel. I assume aluminum and copper etc. carry the same kind of benefits. The plastic stuff being recycled into their own goods is even a bigger margin boost. Since I have reduced this stock picking to such a simple science, how come I still make so many mistakes? Dang! I just looked at the price after I made this speech. We are SMOKING! I love this country. Malaysia now #2! How did it go up 20% on 3700 volume? Is that the right volume figure? Was'goin'on? Here's to '98 Mike