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Technology Stocks : Carnegie Group(CGIX)-hidden gem?

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To: Bill Gizzo who wrote (10)2/11/1996 3:52:00 PM
From: bill small   of 144
 
William G.... funny you should mentioned WCOM.Several months ago
I looked at WCOM and USLD as takeover candidates for after Telecom
bill passage. I chose to go with USLD only because it was a
much lower PE ratio. WCOM had a 6B market cap then (now about
7B) and I was concerned about anyone willing to pay the 10B or
so it would take to offer a reasonable premium for the company.
USLD has only few hunred million market cap and a LOW PE of 15
on 96 earnings. I think it is a sure fire takeover. Also have
bought TLTK, subject of much SI discussion for same reason.ie a
low (under 10) PE and likely takeover.

Also funny about DIGI; it is going to be the stock I buy
maybe next week. I'd like to pay in high $20s but it may not
get that low. Another screaming low PE bargain.

Any other sugesstions?
We really do think alike. How about some nice biotechs too!

best.........Bill
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