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Non-Tech : PSUN A new breakout at $30+! -- Ignore unavailable to you. Want to Upgrade?

To: E. Graphs who wrote (1500)	9/12/1999 10:49:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 1622

E! //OT// ATHM, THDO, KLIC, NANO, etc ATHM, seems to me, offers one of the larger potential rewards of that list you gave me... but a lot of the institutional investors fear that AT&T will sacrifice ATHM to get an agreement with AOL, et al, to settle the "free cable access" situation. The effect might be that ATHM would have to start "behind the line" to go after cable customers, and AT&T would make up the difference by picking up direct license fees... something along that line. IF SO, then the ATHM prospects aren't quite as spectacular as we all once thought. If it weren't for that possible wet blanket, I had ATHM at $150-200 (on a PE of 80) five years out... THDO looks to have a screaming quarter coming up, and then a great year next year. And if the Yahoo Research analysts are even close to the mark, then THDO could be in the $125 range five years out... on a PE of 25. NANO, on earnings of $.65 next year should be worth something around 20, wouldn't you think? Growth after that, projected above 20% annually, might be good enough to get the PE up one more notch to 35 and give a potential for about 27 the following year. KLIC should be good for a snapback next year, but I see too many better prospects. FGI and KEG are both in a category of stock that I'm trying to get a handle on from here. I've been out of everything oil related for a little while and trying to decide if I'm missing anything..:-) --anyway, no current opinion... Those were certainly some mild shocks on LTXX and CAMP, no? The selloff in LTXX at least had some understandable rationale, with the secondary offering being announced right behind the great earnings. But the CAMP decline seems really unwarranted, doesn't it? One thing I've noticed, again.... the smaller stocks are moving again, and funds like FUSMX are doing well. I suspect that trend will continue through next year. I have about 20 of those funds, and will be adding to them... Do you see any of the "typical" October weakness ahead? Exercising any caution? tso