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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?

To: phoenix who wrote (37)	3/10/1999 6:05:00 PM
From: Ausdauer	Respond to of 194

Roger, It's not like SNDK is doing too shabby either. C'mon. re: IDTC I was impressed that you and Bill made a recommendation and two weeks later they're inking a deal with Netscape/AOL and all of a sudden we jump from $12 to $20 1/8. Not too shabby, but don't get addicted to instantaneous gains. Neither of you could have foreseen a CNBC plug or a gentlemen's handshake with Netscape, just like you didn't foresee the earnings warning in January. I bought some stock in December which I had put away for safe keeping. Two weeks ago one (XYLN)is acquired by Alcatel and the stock is a double in two months. I liked the fundamentals and earnings were good, but not astonishing. The saying goes, "every now and then even a blind pig can find an acorn." Like I say, I wish we had had more time to discuss IDTC and if it retreats in the next few weeks we can rehash the pluses and minuses of investing in IDTC long term. Congrats to Roger and Bill. Hope that The Round Table can find a few more gems for the centerpiece. Ausdauer

To: phoenix who wrote (37)	3/11/1999 12:28:00 AM
From: Bill Zeman	Respond to of 194

Roger Funny you mention PDE. I have been holding some for more than a year. So I guess I took your recommendation too early as my avg price is 11 and change. That 40 % move still has me down 4 bucks a share. I should have averaged down again at 5, huh? I am still not too bullish about oil. Don't want to go into it right now, but I talk very bearish about it on the PDE thread. see my posts there if you care to know MHO. Bill Zeman P.S. No one on that thread has successfully answered my very pointed bearish questions. Care to try?