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To: Dale Baker who wrote (13906)	1/3/2000 12:08:00 PM
From: Sultan	Respond to of 118717

I agree and since I don't have the disposition and the discipline to day trade, position trade or long term investing is all I am capable of.. And since I subscribe to Mr. Goodman aka Adam Smith's position that "If you don't know who you are, the stock market is an expensive place to find out", I try to control my impulses... :o)

To: Dale Baker who wrote (13906)	1/3/2000 12:19:00 PM
From: Laszlo	Read Replies (1) \| Respond to of 118717

Here's one that's way undervalued...SEMX. SEMX is involved in the manufacture of specialty materials that support the telecommunications and semiconductor industries, both of which are currently booming. I expect at least a 50% gain in 3 months. See their website at semx.com. The stock is sitting at just over $7, with earnings to be reported in late January. The past 3 quarters eps have been $.69 (including one-time gain on sale of subsidiary), $.16, and $.19. I expect 4th quarter to come in at $.20 or better, making trailing P/E only about 6. In Q4 of 1998 they restructured their balance sheet and took a loss for the quarter. That's why the earnings for the past 12 months are negative. When Q4 1999 earnings are announced, the loss will be erased and the low P/E will show on stock screeners. Revenue is still holding well and climbing despite selling off an entire profitable division in early 1999. I expect to see a steady increase in revenue in 2000. Backlog is very strong, and Polese Company (a subsidiary) just finished a major expansion. The company suffered a lot from an industry slowdown in 1997, just as they made a major acquisition. They have done a great job shoring up financials and turning the company around. Only 6 million shares outstanding, and insiders own 1/3, so only 4 million in the float. Book value is $5.21 per Yahoo. Annual revenue is currently in the $70 million range, and market capitalization is only $45 million. What a steal. Disclaimer- I own shares of SEMX. I am not a broker or advisor. Do your own DD. Laszlo