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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: Judy who wrote (7438)	3/28/1998 1:12:00 PM
From: Logain Ablar	Read Replies (1) of 42787

Judy: Nice action in WIND. I saw your comment to Mike on it being bullish with a loss last qtr. The loss was the write off of acquisition related charges and exclusive of those two write offs in the #'s it beat estimates. The stock on the day after the earnings release dropped a couple of points and finished up 2 for the day (around 39). The thread indicates the company has built their backlog over 90 days and orders are coming in faster. I'm assuming this news is what drove the stock over the past couple of days. Bodes well for the quarter. This has become one of my long term holds. I'm waiting on RMBS until after it releases its #'s. Price action indicates there will be a further drop UNLESS positive news comes out. Have a good weekend. PS. One of my long term holds is a ARSW. Have you or Mike ever looked at it. Its a data mining company competing against Oracle. Tim

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