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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Rudy who wrote (8593)	11/17/1997 5:31:00 AM
From: Zakrosian	Read Replies (1) \| Respond to of 13456

*1 STOCK 1 WEEK* COMS long 11/17 Open Of all the stocks I track, COMS is the furthest off its 52 week high, and I just don't see it dropping much more. Even with its reduced earnings estimates, it's trading at a lower forward PE than the other networking stocks and all of the recent downgrades makes it even more attractive.

To: Rudy who wrote (8593)	11/17/1997 7:24:00 AM
From: Steve Lee	Respond to of 13456

* 1 Stock 1 Week * My pick is MRVC long, 11/17 Open. MRVC volume has picked up last couple of trading days with signs of picking up from a short term bottom. Fundamentals are sound and IR has recently confirmed that perceived problems are not of real concern. Such perceived problems are: 1: MRVC has Israeli operations which may be seen as a cause for concern in the light of Iraq - US relations. 2: Networking stocks have taken a fall due to concerns about maintaining high growth. MRVC is not yet big enough to be affected by this problem. 3: Asain troubles are seen by some as a risk to business from that part of the world. MRVC has stated recently that it is not large enough to be affected by macroeconomic conditions and that sales in Asia continue to grow. MRVC is now trading at 26. It has a history of trading between low twenties and high thirties making higher highs and higher lows. It appears that it recently hit a low and is on the way back.

To: Rudy who wrote (8593)	11/17/1997 7:46:00 AM
From: tom pope	Read Replies (1) \| Respond to of 13456

1 stock one week MRVT long, 11/17 open. not a very high confidence pick, hope to profit from its volatility - a rising tide may lift this boat more than others. would have taken klic, and actually bought some at 28 3/8 on friday but john beat me to the punch. the warning about next q's weakness was not serious enough to justify a basically flat day after strong earnings.

To: Rudy who wrote (8593)	11/17/1997 8:33:00 AM
From: john p. carney	Read Replies (1) \| Respond to of 13456

<Two other stocks I liked were PAIR and CKH. I also hold QNTM (since Friday morning) which looks good in the short term. > Great! Since PAIR and QNTM are my two biggest holdings, the fact that you like them Rudy, makes me feel much better. John