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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (4558)	3/27/2002 7:46:16 PM
From: Bruce A. Brotnov	Read Replies (1) \| Respond to of 16631

Dave, concur about your comments on ESST. Also I suspect the SOX was down today as I saw a number of semis that were down for the day - which also pulls ESST down. Secondly I haven't seen any news that they have completed their secondary offering and stocks struggle most of the time until the offerings are completed. Similarly, AHMH has gone through a long basing action after a big pull back and yet fundamentals were strong all along. The only weakness I am aware of was the daily selling of 5k shares by the CEO for several months. It is just now starting to move out and perhaps make another run at 20. RMCI is another one with strong fundamentals but held back for many weeks. I have had KLAC, CCMP, NVLS, VSH (recently dropped) in my database for a year or longer and none of these rates higher than a 1 (out of 12 max points) while ESST has a 6. When I happened on that I added it back into the database as it has been in and out of the database of 100 select stocks for several years. Just as I got interested in it, they announced a secondary offering and I have been waiting for it to get "over". Bruce