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Non-Tech : BCOM, Great earnings, and a 2 for 1 split .
BCOM 2.160+3.3%Nov 16 4:00 PM EST

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To: Tadsamillionaire who wrote (121)6/12/1998 11:31:00 PM
From: Jim Willie CB  Read Replies (1) of 182
 
Tim,

since so few on this thread, feel compelled to introduce myself ... live in Boston area, work for major F500 retailer in forecasting sales etc ... trading for about 13 years ... last couple years have been pretty good, even last several months

we got a real curve ball going on in stocks ... asian risk is tech stocks directly, pc stocks except Dell sort of, and bigtime for big multinational corps, not small caps ... but allllll of the action has been with Dow, S&P, and midcaps for liquidity reasons ... smallcaps are sucking wind ... Russ2000 is down over 10% from April high ... a joke since the domestic smallcaps are dynamos in this economy ... that is why I like BComm

I have stayed almost exclusively with domestic stocks since November ... gotta be honest, took a loss on stock today that hurt as I misread their Q announcemt and it reversed on fantastic news ... sold for loss but figured BCom was better stock for a run to sort of make up for loss and extend more

since we are so sparse, we cannot possible be a contrary indicator for stock ... here is what I expect ... tell me what you do

earnings will come out in mid-to-early July and be in nghbrhood of 100% increase q/q ... 20 has some congestion ... but at 17-18 we are not low enough for buyers at 20 to feel relief and sell there on way up ... in april it went through 20 with one week of fighting thru ... I expect BCom to go thru 20 after a little work ... but 22-23 will be the limit ... I would love to sell in 22's

I think after this qtr is finished, next qtr might see a price range of 20-23 ... I would like to get back in later this summer at 20-21 ... these middle months are not really big for stocks ... as for end of 98 I think close to 30 is attainable ... a stock split is possible depending on what is set up with authorization with board ... dunno

clear path to 19 next couple weeks, provided this asian shit is done ... zero zero asian exposure here ... more exposure to lower interest rates and small shrink in profit margins as result

what say ye? / Jim Willie
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