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Technology Stocks : Information Architects (IARC): E-Commerce & EIP -- Ignore unavailable to you. Want to Upgrade?

To: Grashopper who wrote (8381)	10/15/1998 11:40:00 PM
From: Larry Brew	Respond to of 10786

Larry Boy, - bank talk + other off stuff, some alyd ------- I moved my banks around. On the bad news last thursday I picked up ONE, CMB, and CMA. The following day after research, I dumped ONE and moved it into CMB. Deciding later that regional banks were best, I sold CMB and split it between CMA and added to TXI. All in all, I lost a little in the ONE move, balanced it out when I sold CMB. Today CMA, who I'm sticking with, went into the black and TXI gave an excellent return. TXI is construction, but an awesome buy. I've been buying it down. Great company, great earnings and revenues, but disappointed the street by a penny I think, even though it was record revenue and earnings. The street worries about their steel end of the business, but Rogers will make it a winner. I know! Imagine, a P/E of 4.7 and always a winner. Never bought into RATL. Chose AXNT instead. It was a coin toss. Oh well, can't get them all. Vias should be on sale tomorrow. Waiting for the 2's here. Looks like I won't be unloading alyd. Can't see downside here, although it may stay flat till the street builds confidence. I think Gruder's growing beyond self. PR is a great move. Yesterday Steve Jobs proved once again the street doesn't like a flashy move. I do, but I wouldn't even be able to run FBNA. :-( Larry Larry