S.A. Advisory E-Mail Update

July 23, 2001

S.A.Advisory  update and recommendations for July23,01

Dear E-mailer's:    http://www.saadvisory.com

It has been a few months --We are still alive and well and of course
continue to search for cheap and undervalued situations!

We had planned on publishing  a  newsletter during early July, but a deadly
situation occurred within the S.A.Advisory organization
and everything was placed upon hold!!  We hope to release a hard-copy
newsletter within the next few weeks!

If you do not want our material--visit http://www.saadvisory.com/update and
remove your name from our list!

We have not been paid by any of the list investments within this message!

NEW RECOMMENDATIONS THAT WILL BE MONITORED WITHIN OUR "TECH EXPLOSION"
PORTFOLIO
FOR PERCENTAGE GAIN PERFORMANCE!

STRONG BUY:   EMC---WORLD LEADER IN COMPUTER STORAGE!
52 WEEK RANGE  $17.89-  $104.00
NO DEBT
BOOK -$3.88
CASH- $1.06
ESTIMATED EARNINGS FOR .01 AND .02---.35 AND .48

WALL STREET LOVED EMC @ THE HIGH AND COURSE WANTS NOTHING TO DO WITH IT DOWN
@ THE
CURRENT LEVELS---WE SEE LITTLE RISK AT CURRENT VALUATIONS AND SEE GREAT
UPSIDE POTENTIAL
OVER THE LONG TERM.






WE SHORTED SCMR ON 11.15.99 @ $83 --WE ARE NOW COVERING OUR POSITION (
REVIEW DEC/JAN 01 NEWSLETTER
FOR INTERNET BUBBLE PORTFOLIO) @ THE CURRENT LEVEL AND ARE PLACING A BUY
RECOMMENDATION ON
SCMR @ $6.46

SCMR--NETWORK PRODUCTS
NO DEBT
BOOK $5.00
CASH  $2.72   $742 MILLION
RANGE $6.52--$172.50
ESTIMATES FOR O1 AND 02 LOSE

WE BELIEVE @ CURRENT LEVELS THE DOWNSIDE RISK IS LIMITED--COULD BE A
TAKEOVER CANDIDATE AND
OF COURSE COULD TURN-AROUND AND SURPRISE THE STREET WITH AN UPBEAT VIEW OF
THE FUTURE.
LOOKS LIKE AND EXCELLENT SPECULATION @ CURRENT LEVELS



NORTEL--GLOBAL NETWORKING SOLUTIONS THAT SUPPORTS THE INTERNET, PUBLIC AND
PRIVATE
DATA VOICE AND VIDEO NETWORKS USING WIRELESS AND WIRELINE TECH.
RANGE- $7.29--$89
LITTLE DEBT--.13
CASH  --$1.93 BILLION
BOOK AROUND  $5.00
01 AND 02 ( LOSSES)  DEC 01--.87  DEC 02--.03

CURRENT PRICE $7.52

SAME OLD STORY!  WALL STREET LOVED NT @ THE HIGH AND HATES IT @ THE LOW!!
PROBLEMS EVERYWHERE
WITH THIS COMPANY --A WORLD LEADER THAT WILL FIGURE IT OUT AND PROSPER
DURING THE NEXT CYCLE-
KEEP IN MIND THAT WE ARE NOT RECOMMENDING THIS ISSUE @ THE TOP--THIS STOCK
HAS BEEN CRUSHED
AND WE LOVE CRUSHED!!!!!!


MARCONI  PLC    MONI    PROVIDE HARDWARE AND SOFTWARE FOR COMMUNICATION AND
INFORMATION
INDUSTRY--WORLD LEADER--CURRENT PRICE   $2.70

RANGE- $2.72--$29.125
BOOK AROUND $4.50
NO DEBT
CASH $728 MILLION

OFF AROUND 90% FROM 52 WEEK HIGH--IS IT GOING TO ZERO?????


WE CURRENTLY OWN ALL THE ABOVE AND AT PRESENT ARE ABOUT 5% ON MARGIN




WE STILL LOVE CANADIAN OILS---NEW RECOMMENDATION  ELK.TO---CURRENT PRICE
$4.10 CANADIAN

OIL AND GAS PRODUCED IN WESTERN CANADA AND US
RANGE $6.10-$3.65
28 MILLION SHARES OUTSTANDING
HIGH PROFITS AND GREAT GROWTH POTENTIAL

READ THE MAY 17TH PRESS RELEASE---GREAT FIRST QUARTER RESULTS
YEAR END NUMBERS  .01=.76       .02= .66
UNDER 6X FOR PE
TAKEOVER CANDIDATE IN OUR OPINION---DRILL IN CANADIAN DOLLARS AND USUALLY
GET PRICES IN
US DOLLARS-----

WE STILL LIKE OUR POSITIONS IN AOG.TO AND NCN---GREAT CORE HOLDINGS

WE CURRENTLY OWN THIS STOCK @ CURRENT LEVELS--STRONG BUY




THE PENNY STOCKS

SCRO--STILL TRADING @ LESS THAN 2X  TRAILING 12 EARNINGS  .37 CURRENT PRICE
HMLD-EARNING OUT JULY 31, 01 LOOKING FOR PROFITS--CURRENT PRICE .24
MCTI--TECH  STOCK -WITH PROFITS--ANOTHER FAVORITE @ .43

WE OWN ALL THREE OF THESE ISSUE--OUR POSITION SIZE IS QUITE LARGE @ CURRENT
LEVELS
HMLD-SLEEPER
SCRO-A MUST OWN

THE MARKETS MAY REMAIN SIDEWAYS TO SLIGHTLY LOWER DURING THE REMAINDER OF OF
O1!
WE ARE POSITIONING  FOR THE NEXT UP CYCLE THAT WILL HAPPEN!  WE LOOK FOR
FIRST QUARTER
OF 02---NEW TECH SPENDING(MSFT NEW WINDOWS XP-SHOULD MOTIVATE CAPITAL
SPENDING )
INVENTORIES OF OLD TECH SHOULD BE HISTORY AND INTEREST RATE CUTS FINALLY
HAVING AN
EFFECT.  WE MAY BE ON VACATION FOR THE NEXT 6 MONTHS!  WE STILL LOVE BEATEN
DOWN TECHS AND
WESTERN CANADIAN OILS.

YOURS TRULY  ,,   WILLIAM VELMER
801-272-4761

AGAIN WE HOPE TO GET A NEWSLETTER IN THE MAIL WITHIN THE NEXT FEW WEEKS!




--- William Velmer
--- naga1@ix.netcom.com
--- EarthLink: It's your Internet.

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