Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Amigo Mike who wrote (4792)	5/15/1998 11:15:00 AM
From: Phil Jacobson	Respond to of 29382

Mike, Thanks for ASYS and ARNX. ASYS looks really good fundamentally. The PR Hoffman acquisition was brilliant. It diversified the ASYS product set, increased overall revenues, was accretive to earnings, AND they integrated the operations very quickly and got a nice reduction to SG&A as a percent of revenue. Bought that one at open at 2 5/16. Trying to get more at the same price but it looks like it's going up from here. ARNX is far too risky for me. No revenue, $70M of accumulated deficit. I've already got ANTX and think there's a better situation there. Phil PS - so, what are you going to do with all the XYBR money?