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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Philippe Thibault who wrote (4044)	3/4/1998 8:01:00 PM
From: Ploni	Read Replies (1) \| Respond to of 18691

Subject: LAMR I also can't understand why so many small companies just continue to soar. I think some people are enamoured by the company's growth and cash flow, and don't understand that the growth is coming from acquisitions. As far as why there's no thread, I've noticed that a high percentage of stocks followed on Silicon Investor are tech stocks.

To: Philippe Thibault who wrote (4044)	3/4/1998 8:59:00 PM
From: TAPDOG	Respond to of 18691

Phillippe-I'm short a small amount of LAMR with the idea of averaging as the market continues higher. I waited until after the split and it looks like I may not get to sell more. The company reminded me of WDRY, big growth through big debt. My guess is that it pops up on fund managers screen when they plug in their momentum parameters. I think the buying got carried away in this latest market move and it should fall with the rest of the market. I don't think it's very many people's favorite stock so it should be quick to fall in a market correction. I'd be looking for a price of 25, about where it was a month ago. This is less than JMHO, it is just a guess (JAG?)