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Technology Stocks : Benchmark Electronics (BHE) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Cotter who wrote (68)	7/13/2000 8:20:02 PM
From: Steven Dopp	Read Replies (1) \| Respond to of 75

I haven't seen any news. There was a recent analyst upgrade, however. My stock club placed a stop order of $34 on BHE last month. Fortunately, it never hit. We were concerned about BHE's high short-ratio combined with what we interpreted as a weak balance sheet at the end of the 1st quarter. As I recall, inventories had bloated to $250 million. Accounts receivable were very high and the company had virtually no cash. Perhaps the accounts receivables were converted to revenues and inventories were sold this quarter. Given the high short ratio, will there be a short squeeze if they have a blowout quarter? Given CSFB's "slap" lawsuit against the Elan-11 over on the Yahoo! Elan chat board, do I dare say anything negative about Benchmark or any other company on a public message board?