BARRA: Investment Software and Consulting Message Board

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Technology Stocks : BARRA: Investment Software and Consulting

BARZ 0.0001000

-90.0%

Aug 16 5:00 PM EST

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To: hasbeen101 who wrote (3)	8/25/1997 8:26:00 PM
From: HumbleHarv	of 60

Jim Jubak recently mentioned this company along with some others that he believed had potential for explosive earnings growth over the next 12 months. After reading his article and examining some other material on the company, I decided to purchase a small position in this company. I was relunctant to purchase a larger stake. For reasons I don't fully understand, none of my previous picks in small cap stocks have panned out (stock symbols=ANET,ASPT & SMIT). These were all purchased just before their earnings announcements. Unfortunately, all of them have had earnings disappointments within the last quarter. I have had much greater success in the past with large cap stocks, but I feared that they were getting ridiculously overvalued. Hence, I presently am focused on small caps. Best Regards from Louisville, KY.

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