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Technology Stocks : Enterprise Informatics
EINF 0.5100.0%Sep 29 5:00 PM EST
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To: Steven V who wrote (1149)9/26/1997 9:46:00 PM
From: bob zagorin   of 13797
 
Steven. I want to addsomething else about this Q.

I sold 1k this week because I bought something else and had to make a substitution in my margin account. I still have 6k ALTS and it is my biggest position. i've thought some about lightening but decided against it. Here's why.

I know there's a reasonable chance that ALTS will have a soft Q. But their pipeline and ongoing accounts should provide a pretty good cushion and expenses will be down. If I sold and they take a dip I could buy back lower but what if the stock takes off.

I actually think most analysts expect so so results in Q3 (the consensus is only $.05) followed by very strong Q4 and Q1. They usually look about 60-90 days out. I see this stock in mid-teens within 6 months and I'll be damned if I'm going to miss that by trying to get cute. So I plan to stick it out with at least 5k thru the earnings. That's a full position for me and the rest is just overweighting on momentum etc.

FWIW.
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