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To: Dale Baker who wrote (3384)	3/5/1999 2:43:00 PM
From: jgideon	Read Replies (1) \| Respond to of 118717

Well, I've just made a double off of KIDE, but don't know if I can recommend it. They are the product distribution rights guys for Pokemon, which is really selling well in my area of the US. It has a tiny float and could be marched up or down by an unscrupulous MM, but the Pokemon mania has yet to swing into full force, so I'm holding on a bit longer. I've got small positions in CPU and NMGC, for tech value reasons. CPU you know about. NMGC is a habit of mine that I can't break. I know the market doesn't respect them, but they've got such a great position (half the market) in a growing area (notebooks) and the competition's attempts to duplicate their technology have all faded away, one after another. Just keep buying NMGC on weakness and sell into strength. Will probably never understand why the respect is not given to what is a well run business. I'm a little underwater on this one right now, but they'll rise. I'm also looking at THQI again. They have the only logical business model in gaming that I've seen. Every one of their games is evaluated for real profits, not just how cool it might be. So they do fishing and bowling and Gameboy games that return profits, rather than blow the wad on a high profile game that either smashes or crashes. They also rely heavily on cross promotion with brand names. The management has done an excellent job of choosing content and seems trustworthy to do so in the future. This stock also has a bit of boom and bust due, in some part, to enthusiastic investors. jg Addendum -- my core holding is DELL, a long term one.