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To: Bouf who wrote (68483)4/14/1999 6:53:00 AM
From: BobKuz  Respond to of 119973
 
besides PTET, I also like BNYN, SKYT, XTON.
I own all



To: Bouf who wrote (68483)4/14/1999 6:57:00 AM
From: Terp  Respond to of 119973
 
Don't miss LPGLY! PE of only 10 and they pay a $.23 per share dividend!! The next MSGI, CMGI that is just starting to make it's move. They Read:

<<Other info on LPGLY (in case it hasn't been mentioned)

Book value is about 23 based on mark to market accounting. Co will not diseminate any info on what all the other holdings are. ConvergentNet and XLNT are two private techs that they have a known stake in (to what degree remains to be seen).

127.0.0.1:3456/SI/~wsapi/investor/reply-8870272 (ConvergeNet press releases)

127.0.0.1:3456/SI/~wsapi/investor/reply-8870587 (XLNT press releases)

The stake in NETP is held by London Pacific Annuity, a wholly owned subsidary of LPGLY. Investment in ConvergeNet is thru Berkeley Capital.

BTW, Berkeley is also a wholly owned subsidary of LPG. Here's a list of some of Berkeley's fundings:
Acuson Corporation

Adaptec, Inc.

Advanced Cardiovascular Systems

Altera Corporation

America Online, Inc.

Atmel Corporation

Broderbund Software, Inc.

Cadence Design Systems, Inc.

Cirrus Logic, Inc.

Community Health Systems, Inc.

Cypress Semiconductor Corporation

Idexx Laboratories, Inc.

Integrated Device Technology, Inc.

Linear Technology Corporation

LSI Logic Corporation

Nellcor Incorporated

Oracle Corporation

Sequent Computer Systems, Inc.

3Com Corporation

Ventritex, Inc.

Again, don't know to what degree some of the holdings may be, but based on the NETG,NETP holdings, I would suspect that it would be more than a couple of thousand shares (ala WCAP). Also, there is the possibility that some of these holdings may have (probably) been sold off by now. Even if they have been sold off, they have an excellent track record of picking winners!

Still searching out other holdings. This co could (should!) be a blockbuster.>>



To: Bouf who wrote (68483)4/14/1999 9:00:00 AM
From: ErnestPoe  Respond to of 119973
 
NOV is starting to show some life. Hearing Rumors of an all out Buyout. Hmmmm. Worth a look.



To: Bouf who wrote (68483)4/14/1999 12:18:00 PM
From: Lawrence Burg  Read Replies (1) | Respond to of 119973
 
2 up, 2 down, last I checked on your pix...not bad...

I hit 4 up, 1 even, currently.

Are you trying to time entry with momentum? Or just buy 'em?

Real DD on this thread is a bit of a stretch don't you think?

Do me a favor and throw me your top 4 picks after today, before midnight, and I'll knock 'em through some wickets to see which one's hottest.

Good Luck. LB



To: Bouf who wrote (68483)4/15/1999 6:27:00 AM
From: Lawrence Burg  Read Replies (1) | Respond to of 119973
 
Man did mine get whacked...some opps, for sure, but major selloffs...thank goodness for stop-losses...Stickin' w/NMGC...