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To: Duncan who wrote (557)1/7/1998 8:45:00 AM
From: Joe Dancy  Respond to of 580
 
I like it Duncan, and have looked at it for purchase in the past. Very attractive industry sector. To date I have just bought SFLX, another ECM which I consider grossly undervalued, and I like to concentrate my investments in 10-15 "select" ideas- I have enough trouble tracking them and developments in their industries so don't add much more than that to my portfolio at any one time.

Company is very attractive.

Joe