Golden Genesis (GGGO), formerly PCOM Message Board

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Technology Stocks : Golden Genesis (GGGO), formerly PCOM

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To: PuddleGlum who wrote (59)	10/23/1996 7:05:00 PM
From: Gerry Petencin	of 145

Hi Steve, I caught the report shortly after it came out, my first impression was that there was a lot of spin and optimistic interpretation there, also the results are tagged as "unaudited" at this point, I'm not sure if that is typical or not. I'm afraid I've gotten pessimistic on these guys and dont really know what to do. I think the solar biz has lots of potential and Photocomm should participate, but they were only one contract (Motorola) away from 96 looking worse than 95. I just dont have any real sense of what the growth potential really is, or what the backlog is, or why they are having warranty problems ..... The stocks I've done well on in recent months have been INTC, IBM, and even IOMG. A couple I really like that look like value and growth are LRCX and HELX. I look at those and then at PCOM and wonder why I got excited about this little solar outfit?? Oh well, I'll hang in there a while and see what happens. Gerry

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