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Biotech / Medical : Coherent (COHR) : Anyone else holding?
COHR 141.57+1.6%12:59 PM EST
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To: John A. Anderfuren who wrote (35)9/21/1996 2:31:00 PM
From: Marshall   of 788
 
I have contacts on PTIS and the word is that revenues should continue to increase at a substantial rate. TRID is an old favorite but will remain somewhat volatile for the next several Qs. PHTN and FERO look fine but even though I'm in Oklahoma I'm no oilman so I have no knowledge about BNTN.

I am concerned with EGLS and the others in the cap equip group, I know the PEs are ridiculously low but it may be quite a while until the next major upgrade cycle begins. Present forecasts looking at the foundry capacity/demand issues point to mid-97 as a turning point for the sentiment of the investing community. I have a friend that is attending a meeting with Ultratech Stepper that may have some additional light to shed on the industry later.

As to RACE I pretty much "live" the stock. We have a good idea what's coming and we have reason to believe that a fair amount of it is not far away. Since there is virtually no news put forth by the company (for good reasons) it becomes a matter of understanding the big picture involved. I hate to speculate but almost any news on the modem front could move it above 9 in very short order, anything on the new product line and you will likely see double digits.
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