Profile for kolo55
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Date Joined Nov 17 1996 User Level
Posts 1831 Boards Moderated2
PeopleMarks 21 Bans Issued 0
Ignored By 1 Bans Received 0

Personal Information
Company: Retired Big Oil company engineer
Occupation/Title: My 1040 says homemaker.
Age: 44
Location: San Jose, California
College: Carnegie-Mellon
Degree: BS ChemEngr
Favorite Stocks: Dominant players in growth sectors valued less than S&P 500 valuation. Electronic Contract Manufacture (ECM) Sector ( see thread by this name) is my favorite now.
Investment Style: Find sector growing 20%+ over LT, dominated by 2-5 companies. Buy all dominant players in rough proportion their share of the sector or sector growth prospects.
Investment Experience: I bought my first stock in May 1982, my first stock on margin June 1982.
Interests and Hobbies: California wines - Bike riding for exercise - Volunteer helping teacher use TQM methods in grade school.
Quote: There is NOOO substitute for knowledge. W. Edwards Deming
25 Most Recent SubjectsLast PostPosts
Westell WSTL09-09-00 02:43 AM 29
VALENCE TECHNOLOGY (VLNC)08-24-00 05:24 PM 438
Electronic Contract Manufacture (ECM) Sector08-12-00 03:25 PM 293
SNRS- Sunrise Technologies08-10-00 10:34 AM 21
Solectron06-12-00 03:20 PM 28
Baycorp Holding- HoustonSreet (MWH)03-28-00 02:15 AM 5
Jabil Circuit (JBL)03-16-00 09:59 PM 84
Flextronics International (FLEX)03-09-00 09:20 AM 216
ACTM $100 Million Cable Modem Contract with MOT12-03-99 09:10 AM 43
DII Group, Inc.10-26-99 01:47 PM 59
Nam Tai Elec. (NTAI)05-28-99 08:15 PM 68
HDCO - Why sudden dip?05-19-99 11:21 AM 38
Deswell Industries (DSWL)03-26-99 01:48 AM 111
SmartFlex Systems (SFLX) - Blitzkrieg or Sitzkrieg?03-18-99 04:44 PM 8
Celestica01-16-99 07:09 PM 3
Sanmina Corp. (SANM)01-16-99 11:49 AM 4
Semi-Equips - Buy when BLOOD is running in the streets!12-01-98 03:09 PM 2
Elamex(ELAMF)11-29-98 03:47 PM 23
SCI Systems Inc. (SCI)11-25-98 02:03 PM 7
Value Investing10-19-98 10:26 AM 34
Kent Electronics (KNT)10-13-98 10:29 PM 4
CheckFree (CKFR)10-08-98 11:36 PM 39
ULBI..Ultralife Batteries09-29-98 12:17 PM 6
EFTC Corp. (EFTC) - Undiscovered Gem08-20-98 03:24 PM 3
Formerly About Applied Materials06-02-98 05:54 PM 1
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Posts by kolo55
MessageSubjectRecsDate/Time (ET)
Not really... Westell is #1 in ADSL modems. Efficient still holds the lead inWestell WSTL 09/09/2000 02:43:46 AM
Be careful using average numbers from last Q. Last Q, Westell CPE revenues weWestell WSTL 08/30/2000 09:13:17 PM
Now you are on the right track. He really deserves our sympathy and understanVALENCE TECHNOLOGY (VLNC) 08/24/2000 05:24:34 PM
MGV has been calling for this stock to fall to 3... ... for about 2 years. HeVALENCE TECHNOLOGY (VLNC) 08/24/2000 04:59:32 PM
I put some posts on yahoo to counter Larry's claims Larry has been using the VALENCE TECHNOLOGY (VLNC) 08/23/2000 10:51:57 PM
This could have set the shorts off. Usually the short camp waits for some sorWestell WSTL 08/16/2000 07:52:35 PM
Nowaynohow is so far off base... In a recent post he claimed that Globalstar VALENCE TECHNOLOGY (VLNC) 08/16/2000 05:25:54 PM
Yup... Auric and his band of dogs running for the hills... ...with their tailWestell WSTL 08/16/2000 03:57:32 PM
Looks like Auric and his band of clowns are pushing down. His posts here todaWestell WSTL 08/16/2000 03:50:10 PM
I have also picked up a lot of SLR lately. Based on my model, SLR is about 20Electronic Contract Manufacture (ECM) Se 08/12/2000 03:25:50 PM
Ordering rate versus manufacturing rate. If I heard correctly, orders are comSNRS- Sunrise Technologies 08/10/2000 10:34:49 AM
Sell-off occured after CEO appearance on CNBC. At about 1:30 ET, the CEO, RusSNRS- Sunrise Technologies 08/10/2000 12:18:35 AM
Wow!!! Excellent post! If Verizon has doubled the installation rate since JunWestell WSTL 08/10/2000 12:05:54 AM
Long strike doesn't make sense. Customers will go to other suppliers, either Westell WSTL 08/09/2000 06:34:57 PM
Company reported orders today. They reported 31 orders completed so far. In tSNRS- Sunrise Technologies 08/09/2000 03:38:09 PM
OT => Stephen, aren't you accused of fraud and defamation in this lawsuit? htSNRS- Sunrise Technologies 08/08/2000 07:34:24 PM
I said I wouldn't be "surprised by a dollar a share earnings" Key word is "suSNRS- Sunrise Technologies 08/08/2000 06:03:38 PM
OK, you did buy WSTL last week. To the thread: For those that don't know, whWestell WSTL 08/07/2000 02:57:58 PM
Haven't you been buying the stock recently? Come clean, didn't you also buy sWestell WSTL 08/07/2000 12:42:01 PM
I am enjoying it as well. I have over 200k shares bought at an average price SNRS- Sunrise Technologies 08/07/2000 11:23:59 AM
Discussed strike in two posts on Yahoo thread: http://messages.yahoo.com/bbs?Westell WSTL 08/02/2000 06:38:18 PM
Sell-off likely due to threat of Verizon strike. Here is a link to news: httWestell WSTL 08/02/2000 06:35:58 PM
Did you bother to read the report? You wrote: "Paul, with total "Proprty and VALENCE TECHNOLOGY (VLNC) 08/01/2000 09:59:45 PM
Q Loss of $9.25M includes $2.5M Depreciation... ... and this is a noncash expVALENCE TECHNOLOGY (VLNC) 08/01/2000 08:05:51 PM
Jitters and fears. Fears that earnings warnings from cellphone makers will spElectronic Contract Manufacture (ECM) Se 08/01/2000 05:16:14 PM
Sands moving toward an equity position is bullish. He clearly feels that the SNRS- Sunrise Technologies 07/31/2000 05:03:18 PM
Here is an interesting post on RB: It is from someone who has been contactingSNRS- Sunrise Technologies 07/27/2000 07:55:17 PM
Short interest report is out. Interesting that the IBD article on Sunrise comSNRS- Sunrise Technologies 07/26/2000 07:46:14 PM
Yes, a loss of about 20%. Versus the loss of 70% or more on your laser visionSNRS- Sunrise Technologies 07/26/2000 02:54:47 PM
My average cost is around 7 1/4... ...but I am lowering that cost a lot todaySNRS- Sunrise Technologies 07/26/2000 11:58:04 AM
Be careful to adjust for different fiscal years. I found your rack-up of forwElectronic Contract Manufacture (ECM) Se 07/26/2000 01:43:38 AM
Try another lie... You wrote: "Did you really buy this at $8-$10?" I postSNRS- Sunrise Technologies 07/26/2000 12:30:15 AM
I agree... $500M is low ball estimate. I think Pi's $600M is closer to what iWestell WSTL 07/25/2000 09:25:32 AM
Terrific report. Analysts had 84 million revenue estimate, exceeded by over 2Westell WSTL 07/19/2000 05:24:44 PM
There are a lot of short positions to close tomorrow. For example, Auric GoldWestell WSTL 07/19/2000 05:20:57 PM
Already have our self-professed seer on this thread => AG And I am still waitWestell WSTL 07/17/2000 12:10:49 PM
What is your forecast for revenues? What do you think WSTL will report for reWestell WSTL 07/16/2000 12:59:09 AM
You seem to track institutional ownership. Interesting data since this informWestell WSTL 07/08/2000 02:19:23 PM
Interesting link. Does anyone know how far along Qualcomm is with their HDR pVALENCE TECHNOLOGY (VLNC) 07/08/2000 11:10:35 AM
"I would love to know who accumulated at 13 to 18 range,.." I picked up 100k Westell WSTL 07/08/2000 10:37:31 AM
SNRS at 8 after FDA approval... ... appears to be a great buying opportunity SNRS- Sunrise Technologies 07/08/2000 10:15:38 AM
There is another reason, but it is speculative. Before the open Friday, AlexSolectron 06/12/2000 03:20:00 PM
They already announced the shortfall 6 weeks ago. They had to in order to avSolectron 06/12/2000 03:14:00 PM
This is a terrific time to buy SLR. Relative to the rest of the EMS stocks, Solectron 06/12/2000 10:13:00 AM
A big piece of the short position is hedging. This still leaves a large nakeSNRS- Sunrise Technologies 04/04/2000 05:17:00 PM
I was buying into the close. I picked up another 5k at less than 19, and wasVALENCE TECHNOLOGY (VLNC) 04/03/2000 08:44:00 PM
I like the 117k share block after close Friday. At 4:28pm on Friday, a 117k VALENCE TECHNOLOGY (VLNC) 04/02/2000 01:22:00 PM
What a wild week! I saw more nonsense being touted by the bears on this stocVALENCE TECHNOLOGY (VLNC) 04/01/2000 10:33:00 AM
The short attack was absolutely beautiful. They had a series of statements pVALENCE TECHNOLOGY (VLNC) 03/31/2000 10:39:00 AM
What happened on Wednesday? There were two rumors being pushed around the inVALENCE TECHNOLOGY (VLNC) 03/31/2000 09:31:00 AM

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