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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Patzack who wrote (13328)	4/26/2000 11:31:00 PM
From: TRIIBoy	Read Replies (1) \| Respond to of 18998

PCTI is a short I just put on, they make software modems, compteition is heavy, prices are plummetting, and the company's future product software modems for ADSL and cable offer no real future considering people want the best when they get that kind of connection and software modems take up like 40% of your mhz to run. Company messed around with its latest quarter having a lower tax rate and Gross margins fell, even though revenue beat estimates. Company earned $0.12 with a real tax rate, yet said they earned $0.18 per share. Classsic short material. May do fine for 1 or 2 more quarters, then next year will completely fall apart. On BELFB, still long and yesterday bought some more. Their biz is comparable to Vishay's biz, and Vishay just blew away earnings. Stock is ultra cheap.

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