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Gold/Mining/Energy : Conac Software Corp COT.V (was Exor Data) -- Ignore unavailable to you. Want to Upgrade?

To: trustmanic who wrote (325)	2/14/1998 1:09:00 PM
From: gsun	Read Replies (1) \| Respond to of 527

George: Met Exor people a couple of months ago. Am still watching as it seems to me to be difficult to anticipate how the stock market will react to gradual improvements. For example, Synex International which has continued to improve earnings ( 2nd quarter to be announce monday or tuesday) for the last 4 years has not had the increases in stock price that I anticipated. Maybe retail investors only follow stocks with explosive earnings capability (with the inherent risks). Any comments??? gsun

To: trustmanic who wrote (325)	2/14/1998 3:29:00 PM
From: CH	Read Replies (1) \| Respond to of 527

George, Thanks for your advice. Last night and this morning, I spent more than 10 hours to read all the messages in this thread and the related information. I am particularly interested in one of your message that you said, if you were in Software business and not in food business, you would mortgage your house and took over this company. I am in the SOHO networking device and software business, I am thinking in the same way as you thought as long as EXOR has a solid team and their problem is the leadership. But if they lost their top sales (I think his name is Brian), and they do not have much left except smoke, then I would not be interested in at all. CH