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Date Joined Sep 5 1997 User Level
Posts 482 Boards Moderated0
PeopleMarks 1 Bans Issued 0
Ignored By 0 Bans Received 0

Personal Information
Company: Independent
Occupation/Title: Technology and Business Consultant
Age: 32
Location: Santa Barbara, California
College: University of Michigan
Degree: Economics
Investment Style: Investments that are likely to increase in value over time
Investment Experience: 10 years
25 Most Recent SubjectsLast PostPosts
Novell (NOVL) dirt cheap, good buy?4/26/2005 3
Safeguard Scientifics SFE12/19/2000 22
CATP-The stock is taking off11/1/2000 123
Objective Systems Integrators - Check this one out!12/7/1999 1
Starbucks (SBUX)8/25/1999 12
USWeb (USWB)8/5/1999 132
TEL & DATA SYS (AMEX:TDS)7/11/1999 1
Formerly About Applied Materials5/18/1999 6
BROADCOM (BRCM)4/25/1999 1
WCOM2/6/1999 2
PSFT - Fiscal 1998 - Discussion for the next year1/30/1999 94
IBM1/14/1999 1
Qualcomm Incorporated (QCOM)1/11/1999 1
The Art of Investing11/3/1998 1
E*Trade (NYSE:ET)8/3/1998 5
USWB-U S Web8/3/1998 1
Epicor (EPIC)7/10/1998 1
Vantive Corporation7/10/1998 15
EMC How high can it go?6/8/1998 2
Intel Corporation (INTC)5/21/1998 1
Baan (baanf) Lets TALK!!!5/8/1998 10
Nike3/23/1998 5
Concurrent Computer (CCUR)3/14/1998 3
360 Communications (XO)3/13/1998 1
Profit from shortage of IT professionals3/10/1998 4
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Posts by Rick
MessageSubjectRecsPosted
good point. actually his entire response rhetoric in the interview was such fluNovell (NOVL) dirt cheap, good buy?4/26/2005
As far as buyback goes, Novell's shares traded below book value for 6 monthsNovell (NOVL) dirt cheap, good buy?9/6/2004
Messman is a very poor CEO. His track record of repeated failure says it all: Novell (NOVL) dirt cheap, good buy?9/6/2004
Janney report is interesting. One question that it didn't even try to answeSafeguard Scientifics SFE12/19/2000
Smells very, very foul. Nothing but bad news on the horizon. At this point theSafeguard Scientifics SFE12/18/2000
Morgan - Have fun trading, but remember your own underlying analysis that itSafeguard Scientifics SFE12/15/2000
I agree with Morgan. Seems risky to rely on book value, especially considering Safeguard Scientifics SFE12/13/2000
Naive, reckless, and relatively uninformed thoughts: Is it just me, or should SSafeguard Scientifics SFE12/12/2000
Drake... was just about to post that link. i think you are wise to step aside.Safeguard Scientifics SFE12/8/2000
Sir Francis Drake Morgan - I think you are wise to be conservative about what Safeguard Scientifics SFE12/7/2000
Excellent thoughts and analysis. You seem to have your head on straight. CheerSafeguard Scientifics SFE12/6/2000
Sir Francis, I must disagree. This does cast Mr. Musser in a very poor light. Safeguard Scientifics SFE12/5/2000
Pete Musser has demonstrated clearly that he cannot manage his own personal wealSafeguard Scientifics SFE12/5/2000
Ram - The only upside to CTP is a sellout or wholesale removal of the executivCATP-The stock is taking off11/1/2000
Ram, CATP has been a strong momentum play...unfortunately it's been to the CATP-The stock is taking off10/22/2000
Ram.... Do you work for CTP ? How do you think the employees would respond to CATP-The stock is taking off10/21/2000
Morgan... First of all, thanks for your thoughts. It is rare to see such a welSafeguard Scientifics SFE10/19/2000
Is CATP Interesting ? Value is there; Industry Should Continue to Consolidate;CATP-The stock is taking off6/15/2000
gents... it doesn't matter whether CATP is at 12 or 20.....the price that CATP-The stock is taking off4/13/2000
Talk to me Objective Systems Integrators - Check this one out!12/7/1999
agree that CATP is undervalued. agree that CATP will probably go up strongly frCATP-The stock is taking off10/3/1999
brian... i guess everybody can have an opinion on the coffee. people seem to Starbucks (SBUX)8/25/1999
larry... i bought some today at 20 3/4. i hope it has been punished enough, bStarbucks (SBUX)8/20/1999
the situation as i see it: 1 - CEO Shultz recent hype about internet strategy Starbucks (SBUX)8/20/1999
cancel those ideas. still like Shaw, but this stock is one sick puppy. on a dUSWeb (USWB)8/5/1999
been thinking alot about USWB lately. i have been having a long running battleUSWeb (USWB)8/3/1999
looks like the longs have been beaten into submission.... no cheerleading.....USWeb (USWB)8/3/1999
Looking at the details... 1 - according to Mitchell Madison website it had appUSWeb (USWB)7/30/1999
what the hell.....whats another 15 million shares. the trend continues......paUSWeb (USWB)7/30/1999
be wary of people crowing about the fundamentals without mentioning specific nuUSWeb (USWB)7/30/1999
sticking to my guns. an excellent buy at todays price. now we are guaranteed CATP-The stock is taking off7/29/1999
the good: 1 - listened to the conference call. very impressed with Shaw. he USWeb (USWB)7/29/1999
ram - if you know of a way to take advantage today of a valid rise in CATPs vaCATP-The stock is taking off7/29/1999
i am so tired of hearing about market makers being a problem. instead of placiUSWeb (USWB)7/29/1999
geoffrey - as far as the stock being down, keep in mind it ran from 17 to overCATP-The stock is taking off7/22/1999
Sims departure is positive news. This should go a long way to recapturing posiCATP-The stock is taking off7/19/1999
Gents - i have been accumulating since October 98 - it's been a great perfTEL & DATA SYS (AMEX:TDS)7/11/1999
couple of thoughts: 1) i think uswb is a good play for a few months, based onUSWeb (USWB)7/2/1999
<< Since Shaw has been at the helm, the average contract has increased frUSWeb (USWB)6/28/1999
Pro: Reasonable multiple to sales 1.8 on TTM Fairly reasonable multiple to earCATP-The stock is taking off6/11/1999
bought more at 17. Looks solid. Still under 2 times trailing earnings. No buCATP-The stock is taking off6/10/1999
Own the prey, not the predator. rick.  USWeb (USWB)5/27/1999
no position. sorry to disappoint. your message is very insightful. I must spUSWeb (USWB)5/24/1999
Racso - Insider selling needs to understood as a component of the investment USWeb (USWB)5/20/1999
George - i stand by everything i have posted on this thread. i am not going USWeb (USWB)5/20/1999
RE: Getting George Back On Track George - what can we do to get you back on tUSWeb (USWB)5/19/1999
I think we've already heard from the CEO Shaw on the subject. I believe heUSWeb (USWB)5/18/1999
Repentance: Several months ago, I was blasting the valuation on AMAT and sparrFormerly About Applied Materials5/18/1999
john - i am going to be anxious to take profit in the low 20's. however,CATP-The stock is taking off5/18/1999
on a positive trading note, there are alot of large blocks being traded, often USWeb (USWB)5/18/1999
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