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Non-Tech : Doc Stone's Bierstube und Trading Room -- Ignore unavailable to you. Want to Upgrade?

To: Trippi who wrote (457)	11/25/1998 12:18:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 638

Next years comparisons... Trippi, the quarterly comparisons start to become extremely difficult for THQI starting with Q4. Remember, all video game makers tend to go down in price in Q1. Also, there is no news driving THQI stock price that I can tell. Rugrats were issued this week, but that has been foactored into thes tock price. I suppose THQI will hold up through the first week of January, if you don't want to take profits this year. Me, I would sell (to be honest, I owuld ahve sold at $25, LOL). DocStone

To: Trippi who wrote (457)	1/10/1999 1:17:00 PM
From: M. Frank Greiffenstein	Respond to of 638

My 1999 Small Cap Value Picks... Public Portfolio: techstocks.com Small cap investing has not been the place to be the last 4 years. That has a lot to do with where the money has been going, and that has been index funds. But it is only a matter of time before the law of averages catches up...but to be on the safe side, I did add a stock that acts as an Russell 2000 index fund, sort of (RUM). LTXX Semi-conductor captial equipment maker, teetered on bakruptcy. But they are in product transition cylce, new Fusion product is designed to test system-on-a-chip devices (like those made by LSI Logic). This is the wave of future personal computing and embedded programmable logic devices. It is only a matter of time before the success of AMAT and NVLS washes into the secondary and tertiary stocks like LTXX. PERI Periphonics makes automated phone answering equipment. Sales have turned around and they are on a growth path. A pristine balance sheet and great management. Also, upside enrings surprises. RUM These are MITTS ( Market Term Index Target-Term Securities) whose price tracks the value of the Russel 2000 index. They expire 9/30/04 AND YOU ARE GUARANTEED YOUR ORIGINAL INVESTMENT AMOUNT BACK. Of course, there is opportunity cost if it happens to expire without appreciation, fbut do you really think that is gonna happen?? The MITTS are issued by Merril Lynch. MWY Yup Midway games again. I lost money on this turkey twice last year. BUt the insider buying continues, and SUmner Redstone continues to snatch up these shares. MWY has great growth in its platform games (for PSX and N-64), but their arcade games are dragging revenues down. A solid company with a bleeding division. GFI Grey-Fielding is a catalog based distributor of medical goods. They just dumped their incompetent CEO (had to buy him off with 3.5 million in severance package) and they are proceeding on an acquisition tear. Also hurt by changes in Medicare laws. But the company is respected by physicians. It sells at only .25 sales, has manageable debt, and book value of about $7.50 ma share. Now if only they could go to the Internet..... DocStone