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To: Logain Ablar who wrote (15703)	12/17/1997 6:15:00 PM
From: Al Serrao	Respond to of 50167

BROD reported earnings for this quarter @ .49 , the street was expecting .45. Looks like its on target although I'm not expecting earning to really kick in until Mar or Jun from Riven which was not marketed until Oct 31. Regards

To: Logain Ablar who wrote (15703)	12/18/1997 4:31:00 PM
From: Burjis S.	Respond to of 50167

TIM! <<Normally the street overreacts to fundamental news changes and you can exploit an opportunity on companies with good underlying fundaments.>> Tim take a close look at FPFG today it had a wild ride...?option exp or not, I am not sure but the fundementals of this Co are good and yet it has been beaten down from $61.87 to $29.16 today!!(intraday low being $21 13/16!!!!) since NOV 1st this year, especially as there is no ASIAN exposure to FPFG!! I have another enigma I cannot fathom PHYC is buying MDM (each share of MDM is valued at 1.18 PHYC) yet PHYC closes at $27 11/16 and MDM at $24!!! Best wishes and keep those posts coming, Burjis