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To: P. Ramamoorthy who wrote (14)4/11/1998 4:59:00 PM
From: RumKola  Read Replies (2) | Respond to of 51
 
Dedar P.Ramamoorthy

Sounds like a cheap shot unless he provided some additional rationale.
The same could be said for many other companies that have grown thru acquisitions, perhaps most notably CA.

Please Note: I am not pundit for this stock, but from what I read in the 10K, FWIW, they seem to have a pretty well thought out plan. I certainly am open to additional insight into the company and its management.

JDP



To: P. Ramamoorthy who wrote (14)4/11/1998 5:01:00 PM
From: Stephen Adnan  Respond to of 51
 
Great substantive discussion,

Unless share are locked up, those issued hundreds of thousand
generally sell with abandon unless they feel extremely sure
of the company - i.e. Republic Industries.

The risk side of the risk-reward equation is too great. And no one
want to be the last to sell and have to wait a couple of years if ever
to get money back for a business. The best thing is to sell a substantial portion (50%-80%) put that money back into YOUR profitable business/investment and sell the rest if it appreciates and call yourself a genius. But if you sell on of your concerns and have nothing equitable to show for it but some wall-paper that may possibly
be worth something you are branded a fool, especially a better invesment come along and you can't get in.

Look at SYNT after its IPO. Its the next big thing now, but it was
all sell orders for a good period after its IPO and unless your IPO
is NSCP, this is, IMHO, the norm.

Also, remember EVEN in y2k, people like quality. SEEC, UBIX, and
many others, yes even SYNT, are no IMRS's and KEAs. When you are going long, and not just on for the momentum ride, you want to
be in a LU/MSFT of the y2k sector.

Just one opinion

Stephen



To: P. Ramamoorthy who wrote (14)4/12/1998 10:02:00 PM
From: Paul Barr  Read Replies (1) | Respond to of 51
 
P. Ramamoorthy:

Considering Charles Allmon has been in 90% cash for the last 8 years, I would take his negativity has a buying opportunity.

When he turns bullish on the market, we have hit a major top.

Paul