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To: Arthur Radley who wrote (11954)10/25/1997 1:48:00 AM
From: Roger A. Babb  Respond to of 18263
 
Dude, BROC reports Monday before open. Speculation is over, time to see the results. Also big investor meeting on November 7th where they will demo beta version of their new NetGain software. It would have run up big time in the last two days before earnings but was swamped by market crash news. But that is good news for those considering BROC because they may still get the opportunity to get in at a good level after hearing the earnings report.



To: Arthur Radley who wrote (11954)10/26/1997 9:04:00 AM
From: Russian Bear  Respond to of 18263
 
*Off Topic*

TD, I believe Roger already responded to your post, concerning BROC, but let me offer my two-cents'-worth, just the same (it is about all I can spare, after last week.)

BROC is a very cheap stock. At 5, it is trading at a Price/Sales of 1.4, based on the trailing 12 months. Compare that with the PSR's of its competition, and you will be impressed: VNTV...7; SCOP...4; SEBL...20 (wow! Need another short candidate? -bg-) Therefore, there does not appear to be much risk in the stock.

Additionally, according to Roger Babb (to whom I owe much thanks for bringing Brock to my attention,) the new management is capable and trustworthy. Also, his evaluation of their newly aquired NetGain technology is highly positive, and I respect his judgement.

Finally, that small float you mentioned, can work both ways. A positive earnings surprise here..., a substantial contract there..., and pretty soon, with the float as small as it is, you have a 5-bagger on your hands! (Just dreaming. I'll go wake up, now.)

RB