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


To: Todd D. Wiener who wrote (37)3/9/1998 7:45:00 PM
From: leisuresports  Respond to of 103
 
Thanks Todd. I'll stick with SMTC and THQI for now, and await any announcement you make about offering services to individual investors through your firm.



To: Todd D. Wiener who wrote (37)3/16/1998 7:45:00 PM
From: Dave Hanson  Read Replies (1) | Respond to of 103
 
Hope you had a nice vacation! Nice to see you back on the THQI thread. Two things, one on topic, one off:

1. Noticed you dropped LUFK to #5 on your preferred list. Is this because of others' greater potential, or because of LUFK's reduced prospects (notably due to continued sagging oil prices?)

2. Any thoughts on biosource (BIOI)? I think that biotech should have a good year, and bioi, which was recently featured in a newsletter writeup here techstocks.com. Seems like a potentially nice way to venture into this. Since they sell to many companies, and are currently making $, they should offer much less downside than most in the industry. It's also in the micro-cap range (50-60M), which you've mentioned as an area of added focus. Any thoughts on this or other biotech plays you like would be most welcome.

Best,

Dave