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Non-Tech : Doc Stone's Bierstube und Trading Room -- Ignore unavailable to you. Want to Upgrade?

To: John Rowe who wrote (561)	4/23/1999 5:45:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 638

Chart looks good! I checked out the chart. CLZR is breaking out of a period of congestion to the upside. I plan to buy some more on Monday, then wait for the next "rest" period. DocStone

To: John Rowe who wrote (561)	5/25/1999 9:33:00 PM
From: M. Frank Greiffenstein	Respond to of 638

Adding TBFC to Internet Value! This Internet selloff has produced even more candidates for the Internet Value portfolio. I expect more candidates <g>. TBFC = Telebanc Financial Corporation. Put simply, they are an Internet Bank. The stock is about 65% off its high, it sells at much less than 6 times sales (my cutoff for this portfolio), it delivers mostly upside earnings surprises, and growth rate is greater than general banking sector. It has a rich mix of high margin financial services, don't worry about the risk of increased interest rates. Its closest competitor is NTBK, a richly overvalued company with a fraction of TBFC's revenues. Something tells me TBFC is goping to take up lead sled dog position from tired NTPA <g> Here's a snapshot of TBFC: biz.yahoo.com Here is the Internet Value! Portfolio DocStone