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Non-Tech : Lufkin Industries (Nasdaq: LUFK) -- Ignore unavailable to you. Want to Upgrade?


To: Dave Hanson who wrote (25)2/20/1998 5:07:00 PM
From: Todd D. Wiener  Read Replies (1) | Respond to of 103
 
Dave-

I think Unitrode is a good company with a positive outlook. The near-term issues, regarding their fab upgrades, should be resolved soon, and the earnings estimates for 1998 may be a bit low. The balance sheet is good, and the company has good margins and cost controls, as well as high returns on assets and equity. The business in which UTR operates certainly has great growth potential, so a strong company like UTR should do very well over the long term. It is one of several chip stocks that I have been watching, and an associate of mine in the area of power supply/management market research thinks the company is well-positioned. I like the stock's chart, as it is emerging from a strong support area, and it appears to have shaken off the huge correction it experienced in late 1997.

Taurus Investments has had a relatively small number of customers, most of whom have an ongoing relationship with us. Although we have been doing well with the customer base we currently have, we plan to expand our service and product offerings to include broad market penetration. In the next several months, I expect that we will have completed our marketing plans for the large individual investor market. At that point, you will be able to review the available services and rates. To date, our services and rates have been designed for each individual customer, so it is not possible for me to send you anything at this time. This is the reason that I have not mentioned my business much on SI. But I will certainly let it be known when our services are offered to the open market. I appreciate your interest.

Actually, my private message option has been working.

Todd