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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (26866)	3/20/1998 6:24:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Skeets, I don't know the company that well, but here are some caveats I would want answered before I put real money (Mine) in the stock: 1. Did the stock run before the Samsung announcement? If so, then the good news was already in the stock. 2. Sales are great, but what about margins? Sadly, we never know the price vs. cost of sales until they work their way through the income statement. 3. Are they protected on currency? Getting paid in Yuan isn't that great a deal right now. 4. Does anyone make big bucks in these types of commodity markets? What does Sweet Tex have that Optical Coating and many others do not? And how long can they maintain that edge. In general, it looks like the stock is cheap on a pe basis with big new business coming in. It is at the top of its trading range and I always hate that, but sometimes you have to hold you nose and buy anyway. MB