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


To: LTK007 who wrote (5708)6/7/1998 1:34:00 PM
From: Grantcw  Read Replies (1) | Respond to of 29382
 
Hello all,

I like the thread a lot and hope to stick around...

Regarding THNK:

I played this one short-term on its initial run up and have watched it since. I therefore have a little knowledge of the company, but definitely not as much as Zimmer.

The CEO stepped down, but many people seem to say that Ron Bloom was really the leader of the company and that the CEO didn't due too much. He still has a consulting relationship with the company however.

I've been looking to get back in for a couple of weeks now, but something scared me off recently. For some reason, their 10-Q was filed late and for a whole day THNK changed to THNKE. It seems not to be toooo big of a deal, but reflects badly on management in my opinion. I'd also like to hear Zimmer's opinion on this mess up because I would like to have more confidence in the company before buying in.

Grant



To: LTK007 who wrote (5708)6/7/1998 3:14:00 PM
From: Amigo Mike  Read Replies (2) | Respond to of 29382
 
Hi Max,

I don't know about being psychic ....... but I think the Amigos will vouch for my timing during the last 2 months or so. I've been quiet lately with picks. I've been 80% cash for the last two weeks mainly because I've been away from the PC and the market's weakness.

Holding AIRM and VRTY now. A fast trade on SRMI.
Amigo Mike