Go to Jeff Salisbury LWGate Home Page.From: "Donald Wallker" <dougald@dmv.com>
Subject: Re: [CANSLIM] LNOP
Date: Thu, 1 Aug 2002 10:50:50 -0400
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Katherine --Thanks for your input. I realize you are in the habit of =
addresing the subject matter, and that you do so with out rancor. My =
apologies if I gave you the impression that you had offended me. It's =
simply not true. And, thanks for the good wishes, ----Donald=20
----- Original Message -----=20
From: Katherine Malm=20
To: canslim@lists.xmission.com=20
Sent: Thursday, August 01, 2002 9:49 AM
Subject: Re: [CANSLIM] LNOP
Congratulations on your good fortune, Donald.=20
On LNOP--When I respond to a post on the list, I respond to the =
subject matter, not the person. My point was not to judge you or to =
accuse you of touting a stock, simply to look at LNOP through CANSLIM =
eyes. As the list is devoted to CANSLIM, it would seem appropriate to do =
so.
The world is full of investments that do well but don't pass the =
scrutiny of a CANSLIM evaluation. That's why non-CANSLIM folks also make =
money. I've had countless friends, however, who have lost their =
investments because they couldn't stay focused on becoming a disciplined =
master of a style, but instead flitted from one investment style to =
another, let their emotions override reality, and/or trusted somebody =
else to tell them what to do. =20
Katherine
----- Original Message -----=20
From: Donald Wallker=20
To: canslim@lists.xmission.com=20
Sent: Thursday, August 01, 2002 8:32 AM
Subject: [CANSLIM] LNOP
Katherine ---------I agree with you about the financials of LNOP, =
that is, they stink..On the other hand, I did not tout LNOP as an =
investment, CANSLIM or otherwise. Rather I offered it to the group as =
something they could scratch their heads about. I later remarked that =
I had bought into LNOP rather than AYE for reasons having nothing to do =
with CANSLIM. And made no recommendations to anyone that they should =
do the same. Now, at this writing, I'm surely glad I bought in =
yesterday. Today, LNOP announced that China's largest telecom equipment =
manufacturer, ZTE Corp, decided to use LNOP's EZchip NP-1 processor in =
their equipment. And the pre=3Dmarket price of LNOP is over %25 more =
than I paid for it --=3D=3DDonald.=20
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<DIV><FONT face=3DArial size=3D2>Katherine --Thanks for your =
input. I=20
realize you are in the habit of addresing the subject matter, and that =
you do so=20
with out rancor. My apologies if I gave you the impression =
that=20
you had offended me. It's simply not true. And, =
thanks=20
for the good wishes, ----Donald </FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine=20
Malm</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursday, August 01, 2002 =
9:49=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
LNOP</DIV>
<DIV><BR></DIV>
<DIV>Congratulations on your good fortune, Donald. </DIV>
<DIV> </DIV>
<DIV>On LNOP--When I respond to a post on the list, I respond to the =
subject=20
matter, not the person. My point was not to judge you or to accuse you =
of=20
touting a stock, simply to look at LNOP through CANSLIM eyes. As the =
list is=20
devoted to CANSLIM, it would seem appropriate to do so.</DIV>
<DIV> </DIV>
<DIV>The world is full of investments that do well but don't pass the =
scrutiny=20
of a CANSLIM evaluation. That's why non-CANSLIM folks also make money. =
I've=20
had countless friends, however, who have lost their investments =
because they=20
couldn't stay focused on becoming a disciplined master of a style, but =
instead=20
flitted from one investment style to another, let their emotions =
override=20
reality, and/or trusted somebody else to tell them what to =
do. =20
</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Ddougald@dmv.com href=3D"mailto:dougald@dmv.com">Donald =
Wallker</A>=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursday, August 01, =
2002 8:32=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] LNOP</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>Katherine ---------I agree with you =
about the=20
financials of LNOP, that is, they stink..On the other hand, I did =
not tout=20
LNOP as an investment, CANSLIM or otherwise. Rather I =
offered it=20
to the group as something they could scratch their heads =
about. I=20
later remarked that I had bought into LNOP rather than AYE for =
reasons=20
having nothing to do with CANSLIM. And made no =
recommendations=20
to anyone that they should do the same. Now, at this writing, =
I'm=20
surely glad I bought in yesterday. Today, LNOP announced =
that=20
China's largest telecom equipment manufacturer, ZTE Corp, =
decided to=20
use LNOP's EZchip NP-1 processor in their equipment. And =
the=20
pre=3Dmarket price of LNOP is over %25 more than I paid =
for=20
=
it --=3D=3DDonald. </FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></BOD=
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