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Re: execution post# 7946

Tuesday, 04/12/2005 11:44:04 AM

Tuesday, April 12, 2005 11:44:04 AM

Post# of 60938
Regarding big projects and small firms


hope springs eternal, the smaller the firm the more likely
there is going to be a delay, but often the really big
changes are out of a garage driven by a couple of insomniacs

lucky for us we are tapped into CLYW, the same situation
could occur out of a garage w/ a bunch of young guys living
in their parents guest house indefinitely...then one day it
hits, you dont know them, you read about it, its too late

w/ the exception that the stock could be much more
concentrated (thanks amigo's) i think we are really lucky here
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