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Technology Stocks : ICO (Inacom) LeadingTech Mgmt Services Co

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To: Douglas V. Fant who wrote (232)	7/15/1999 3:24:00 PM
From: double-plus-good	Read Replies (2) of 274

Doug, i put the stocks you mentioned in your previous message on my watch list and have been researching them. today i got around to checking this one out. besides the impressive flow of contracts and the institutional buying interest, what other guages are you using to measure the upside possibilities for the coming earnings. my impression is that low margins were behind the recent disappointments. how will they have improved? and what are your expectations for earnings. the street is calling for .20 i believe. OT: you seem to maintain alot of vigilance on the NG front. I'd be curious to hear your faves in the sector. i'm big into petd, rrc, belw, crk, kne and a few services more geared to gas drilling. i was checking out eee today and liked what i saw versus the falling knife on the chart. went ahead and ignored that maxim and took an initial position in the stock. would be curious also to hear any opinions you might have on it. i've got a bit of cash sloshing around as i've been selling out of my osx stocks. TIA ++good

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