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baletwine

01/30/03 4:39 PM

#70230 RE: D2 #70225

D2, well you could be lucky, but I don't want that -- 'cuz it would make me UN-luckeeeeeee. :)

I nibbled a bit of ZRAN here at 12.05 and wish I just waited til the low 11s, but I think the reaction is overblown and the market will respond accordingly in the morning. We'll see.

ZRAN

ZERO Debt
Cash at just over 1x yearly revs
26% estimated growth rate
Should now earn .85 for Dec. '03

At prices around $12/share, I'm ok with it. A decent market tomorrow, and it's a $13 stock again.

Best,

-- Bale