Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (211)	5/9/1999 9:12:00 PM
From: j g cordes	Read Replies (1) \| Respond to of 1316

I covered Three Mile Island for Fortune magazine and got a close look at the electrical industry's we know best attitude. That said, one can perhaps understand their attitude given no reason to perform in the normal sense of term, as most publicly traded companies must, to realize a high stock price. With deregulation you'll see a new paradigm sweep the utilities, where the new credo in upper management will be to make all assets perform or realize their cash value. Those that don't will be attacked by their stockholders or be takeover targets.. like Milken went after fat companies. Is that good? I don't think so, if they did it with the highway system there'd be tolls on every street.

To: Sergio H who wrote (211)	5/10/1999 3:53:00 PM
From: James Strauss	Read Replies (1) \| Respond to of 1316

Trade... Sergio: Let's sell THDO at the close today and buy MSEL at the open tomw... Jim

To: Sergio H who wrote (211)	5/10/1999 10:07:00 PM
From: Ken W	Read Replies (1) \| Respond to of 1316

Sergio, A little more DD on PQT (short) position. On April 16 they filed an S-3 to sell 11 Million shares from time to time in the open market, alluded to the fact that they may very well be de listed to the otc-bb if not profitable by year end. The S-3 is available at Edgar.com The filing for the sales of this many shares nearly doubles the outstanding on the stock, the majority of which is held by Pico Holdings....Remember PICO at 7. We tried to understand the 10K but it was such a paper trail we gave up in frustration. PICO was also involved in the REXI mess. Ken