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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (17039)	10/17/1999 8:43:00 PM
From: scouser	Read Replies (1) \| Respond to of 29382

Sergio, CHS, billy thinks something is in the wind.... 209.67.221.61 ACRI "Scouser, with all due respect, you are incorrect. EVERY OEM will license Soundview. Your due diligence is incorrect." Still not seen any proof of this one Pipick.

To: Sergio H who wrote (17039)	10/17/1999 11:10:00 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

Sergio, IFLO: Excellent job on the write up of this stock on Bizfin.com.......your research, as usual is impeccable. IONA placed the sell short order at 28 15/16. CHS: I'll have to go looking of the analyist coverage, have not found it yet per our conversation on Fri. Ken

To: Sergio H who wrote (17039)	10/17/1999 11:24:00 PM
From: Toni Wheeler	Respond to of 29382

Interesting article on SI Home Page, one fund manager's opinion: <<<...Robert views the micro-cap universe as a portfolio manager's dream because there are over 10,000 companies from which to pick and choose, "Many of which are fast growing and undiscovered." One catalyst Robert believes will continue for the shares of smaller companies is the increasing amount of takeover activity. Many of the larger companies are seeing value in the small-cap universe. "Takeover activity in small and microcap companies has been increasing." Another plus is that the smaller companies have been buying back their own stock and insider buying has been healthy. Gardiner states that many institutional consultants and their clients - "the smart money," he calls them - are increasingly allocating a bigger portion of their assets to the small-cap stocks. He is optimistic that all of these factors are positive for smaller companies and that we are close to a turn in the upward direction for the small-cap arena. "The small companies usually trade at a 20-percent premium relative to their growth rate. The average small-cap stock now sells at a 20-percent discount to their growth rate, which is at a historic 40-year low... The valuation is just incredible!"...>>> siliconinvestor.com