Forum Archive Index - January 2000

[Les Mortimer <mortimer@xtra.co.nz>]

Phil, could you please tell me about OSX and could you please share
Apple US ticker. An Apple computer salesman told me that the latest
model i Mac had 50% of the Japanese market in December, it does sound
like an over inflated figure. however if he was out by 20% there market
share would be huge and of course this will have a profound effect on
profits.

My pick to out perform in the very short term are,
AQL in an immanent to be repackaged form, (may be wireless, e-com) to
many high powered share holders to believe other wise. 
ITC will give us the ride of our lives. (Ben Dutton has been doing an
excellent job keeping the traders in the USA informed) this company has
built up a formidable alliance with US investors and if anyone though
Internet/ E com is hard to fathom out! please give some thought to the
AOL - Time Warner marriage today. 
Sea fresh is set to perform very nicely with its restructuring under
it's belt, profits flowing together with some tax credits it's current
price will become a mere shadow of things to come.
There are many excellent buys out there but the challenge is to select
the ones that will give the best return.

I am a share holder in ITC, AQL, SFH,
regards Les. 

Ps RVS is a stock to watch very closely.

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