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To: Carlton G Glenn who wrote (6930)3/24/1998 1:12:00 PM
From: N/E PATSFAN  Respond to of 9262
 
[ ESCI,GSNX ]

Hi Carl, Don't be too greedy with TCLN ...

Is today 3/24 ... I think I said in a prior post that I would revisit ESCI today and indeed may buy now!

GSNX is a supplier to specialty chip mfg's and is oversold in MHO..good value here.

APM,RDRT & HMTT also strong today...I bot HMTT from BigSto Scan a few nights ago. They are a supplier of new Magneto-resistive thin film media for disk drive heads. This is the new tech for high storage drives and they supply Maxtor and Quantum. Quantum reported earnings that were taken in stride due to Asian Flu and market seems to be responding positively ... there may still be some earnings disappointments but I think the market has discounted the bad news and is looking out a few months now. IMO that's why these chip & DD suppliers maybe considered *values* here.

Regards, NEPF

P.S. NSIX looks good today also!