Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : BMC Industries -- Ignore unavailable to you. Want to Upgrade?

To: Creditman who wrote (223)	11/20/1997 3:10:00 PM
From: margaret tasset	Respond to of 359

Creditman, Thanks for your last post to Darren. Go BMC

To: Creditman who wrote (223)	11/20/1997 11:33:00 PM
From: Robert Florin	Respond to of 359

What makes it different? Strong balance sheet, industry leading products, good, experienced management and just a real big over-reaction to the one quarter earnings disappointment. Too many people said to their broker "sell at the Market" and the stock went down below where it deserved to be. IMHO anyway. In addition, BMC had to gear up to deal with the expected surge in demand for DTV sets. With HDTV, DTV and the convergence of PC's, there will just be a whole new demand equation for Invar masks and that is what BMC was trying to anticipate. A small disappointment in earnings one qtr and pizzam, the best investment opportunity of the recent past materializes. IMHO, Lots of weak hands and momentum players just got the old whip saw.