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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (1072)	2/23/1999 3:33:00 PM
From: Pat Garaffa	Read Replies (1) \| Respond to of 4691

I know Warren doesn't like technology but he DOES like growing companies. And FTEL happens to be one on the rise! Hint to anyone interested - don't bother with the FTEL thread at SI. It was destroyed by the shorters who drove it down under a buck when they went through a preferred conversion about 6 months ago. The conversion had a "floor" of one dollar. All that is over now and the stock is moving up very nicely. The "real" thread for FTEL can be found at: ragingbull.com Here is a few of their most recent press releases. Real nice one today (at the bottom). Good luck and happy reading! biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com

To: James Clarke who wrote (1072)	2/23/1999 7:37:00 PM
From: Tomato	Read Replies (1) \| Respond to of 4691

Yesterday's Levi Strauss debacle makes me wonder why Coke and Gillette, to name a couple WEB franchises, should be exempt from the ills that befell Levi. Why can't tastes change and Coke and Gillette razors go the way of Levi?

To: James Clarke who wrote (1072)	2/25/1999 9:35:00 AM
From: Robert Douglas	Read Replies (2) \| Respond to of 4691

James, Thanks for bringing Ambac to my attention. It looks like a business that I can understand. I have just one question for you that has been on everyone's minds the last few days. How might rising long-term interest rates effect the company's earnings? A quick look at the S & P sheet (my generation calls them tout sheets) reveals that half of their earnings have come from investment income. Do you know if much of this was a result of the 90's bull market in bonds? Would a jump in rates hurt their earnings? Furthermore would a rise in bond rates slow down the issuance of new municipal bonds? I would love to pick up a great company like this if a temporary rise in rates brings the stock down. -Robert