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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: sailorman who wrote (1840)	3/17/1998 9:40:00 PM
From: Sergio H	Read Replies (2) \| Respond to of 29382

Sailorman, we don't have any exit price on TOTL. The stock is now on uncharted territory, quietly hitting a new high today. It looks like its got some mommentum and we'll stay on it while it has volume. This was Amigo Mike's pick. AXC, I'm not familar with. I read the 10k as you requested and see that the net sales have decreased, but order backlog, profit margins and cash flow have all improved due to cost cutting efforts combined with increased percent of sales of intrumentation equipment to the government. Increase in number of shares and their debt load is worrisome. The company is also implying that they intend to make an acquisition in the near future putting further strain on their finances. The Company also stated that it is their belief that they will need to increase their sales staff in the future in order to increase their sales, but no effort is currently planned to increase the sales force. An increase in sales force would also be a strain on the company's balance sheet. All in all, if you take away the increase in sales percentage to the govt. of higher margin products, the report does not contain any other positive information. This is just my opinion, not knowing anything else about the company except what I read in the 10 k. Sergio