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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: Kathy Riley who wrote (9382)2/8/1998 12:57:00 AM
From: michael tantleff  Read Replies (2) of 13949
 
the body shops are moving because they have the opportunity to sell more than one service to the customer, chrz said that are selling 2 or more services to 20 of their biggest clients. the problem with the tool makers i think is they still have very high psr. price to sales ratios. i believe they will move up soon because as the body shops fill up more and more companies will be forced to do it inhouse and the need and prices charged for tools will soar. my favorites all told are chrz [body and tools] isli [underknown and followed tools] tpro [niche of embedded chips] and last of all caci. will get lots of govt stuff. all these have reasonable psrs and thus have room to grow. michael
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