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To: puborectalis who wrote (14409)3/11/1998 1:13:00 AM
From: Chuzzlewit  Respond to of 95453
 
Stephen, NETA is a relatively undervalued stock compared to the others. Besides which, I've only made about 30% on this guy. It's got a lot of room to grow before we even begin to talk about valuations here!!. I'm just a basic buy and hold kind of guy unless the fundamentals get unhinged. That's why I got out of SEG (mid 40's) and OXHP (high 70's -- still counting myself one of the luckiest people on earth on that one!).

Now, when someone comes along and provides me with a compelling valuation model that takes into account projected cash flows, long-term interest rates, and risk I'd change my investment style in a heartbeat.

Regards,

Paul