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

To: Paul Senior who wrote (6730)	4/14/1999 6:57:00 PM
From: LauA	Respond to of 78618

Paul, so right you are. I could parse a difference, but why bother? Thanks

To: Paul Senior who wrote (6730)	4/15/1999 1:05:00 PM
From: Dan Meleney	Respond to of 78618

Paul, I just bought DAIO; thanks (I think). I only bought a one-tenth position (400 @ 1 9/32) to start. I'd like to see the 99Q1 results to see how well they've slowed the cash burn and gotten things back on track. I reviewed the 10K, proxy statement, Yahoo messages and new releases, and I don't see this as quite the slam-dunk that FLYT was. A lot here depends on the new CEO, but I get the impression he's making the hard decisions and also has the background to rejuvenate sales. I haven't looked at TCSI yet, but I agree diversification is needed in these types of asset plays, as some will drop to nil. Dan