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Technology Stocks : Linear Technology Corporation
LLTC 65.000.0%Mar 20 5:00 PM EST

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To: PuddleGlum who wrote (611)10/16/1998 4:41:00 AM
From: Thomas Haegin   of 754
 
To PG (mainly Off-topic)

Puddle,
yes LLTC and RATL are treating me nicely over the last few days. I'm still in the red a bit with LLTC, but you cannot depress a good co. forever :-) RATL I'm firmly in positive territory these days.

Some stock ideas of mine are: Be on the lookout for the financial stocks. More trouble may still be ahead, but prices are way down. BT is showing a huge dividend yield now. I'm looking, but not buying yet (BT is doing lots in derivative instruments). An out-of-favour stock I'm firmly positive on is GM (I own it): In the mid-50ies lots of bad news in the stock, including LatAm, recession, etc. CUM may be a nice play for an Asian comeback (look at this chart!!!), the same is true for FDX. SPC warned about "cathastrophic" losses, but insiders recently bought quite heavily. Just some ideas besides the usual tech stuff.

Now: I have run a screen and REMC showed up. It's a semi outfit in San Diego. Stock is at $8 way down, mkt cap about $186 mio. 60% of their work is for governmental contracts (military I presume). They have Hughes and Lockheed among their customers. Analysts projections are very good, but what do they know... So I ask you as my personal Tech Guru <g>, have you ever heard of REMC? Any opinion? Anyway, I'll dig into it.

Thanks and cheers,
Thomas
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