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To: allen menglin chen who wrote (83987)11/12/1999 9:42:00 AM
From: craig crawford  Read Replies (1) | Respond to of 164684
 
Hi Allen,

COMS may very well be on the rebound and going higher, but that type of company hasn't interested me for a while. I'm pounding the table on BWAY. That is my fave pick right now along with VERT. (now that it's pulled back).

BWAY is around 40% owned by ICGE. ICGE throws a lot of business BWAY's way, including VERT biz. Intel took a stake in BWAY and GE capital has as well. MSDW underwrote the IPO. ICGE is definitely going to support it's 2 largest babies....VERT and BWAY. BWAY had 61% sequential growth last Q, up from around 40% seq growth from Q1 to Q2. Revenue growth is accelerating and growing at over 500% year over year rates. The breakout was @ 55, but it consolidated it's 20+ point move yesterday on low volume.

BWAY is going higher...$80-90 soon. I also think it's time to start scaling back into VERT.

Take a look:
Message 11714724