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Non-Tech : Turnaround Plays -- Ignore unavailable to you. Want to Upgrade?

To: David Alan Cook who wrote (149)	12/9/1997 1:28:00 AM
From: Robert Graham	Read Replies (1) \| Respond to of 206

I have another question for you Dave. Your picks on the smaller cap "up and coming" stocks have been timely. I have seen the smaller cap stocks for of a crapshoot. But the interest by the investor this year in small caps must of changed that success ratio a bit. So what criteria allows you to make your timely picks in this area of investing? It is one thing to identify value. It is another to jump in when the stock is ready to move. The information this type of company is not readily available. But I see how you get around this by interviewing the executives of the company that you are interested in. This is a skill in itself. Do you use strictly technical analysis for the timing part? Do you look for other qualities to be there to support the technicals, like analyst interest and recent upgrades? Recent published news about the company? An increasing market presence or other fundamentally based observation showing that the company is now performing, but the stock has not reflected its actual value yet? Or anticipated value? Bob Graham

To: David Alan Cook who wrote (149)	12/9/1997 8:06:00 AM
From: MarcG	Read Replies (1) \| Respond to of 206

Morning David, Nice to hear from you again. Rather than looking for good fundamentals in a micro-cap like HDRN, I am looking for the improvement of fundamentals from a poor position. TA on this one looks pretty too. MTEL's picture is a good one, but isn't the stock a little bit ahead of itself since they're are no earnings yet? BIPL has treated a trader well. I've been successful twice in the last year from the low 2's to the low 3's, and currently I'm not following its progress. The long term outlook is compelling, but I'm most often positioned long term in dividend payers. At the same price level and semi-related industry, I recently purchased ORVX. Good luck in all David, mg