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Technology Stocks : Saville Systems (SAVLY)

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To: Phil Jacobson who wrote (97)5/16/1998 12:34:00 PM
From: Clint E.  Read Replies (1) of 261
 
Hi Phil;

My "trading philosophy" with "fundamentally sound" stocks that are weaken following earnings report is that such stocks will stay in a trading range or weaken further until newly-developed concerns begin resolving.......A few examples from the past:ASND(- the sound part!), CTXS(two qtrs. ago), MANU. Some recent ones taking shape:SAVLY, PSFT, BAANF, CPWR, SEBL, LHSPF, MSFT,.....

>>there are short term issues in the telecom support sector that I think hit SAVLY

Could you elaborate on this? I haven't seen anything negative in cellular magazines that I read. Consolidation is what seems to be the next move among these billing companies.

Clint
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