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To: Brent Usher who wrote (661)	3/30/1998 10:52:00 PM
From: Dale Baker	Respond to of 118717

CMP is a Dave Furstenberg pick - a big supporter of RENT, which has almost doubled recently. CMP provides psychiatric care services through various state contracts. Dave has followed their new contract acquisition process closely. CMP has very low daily volume, but if and when it breaks, it should move up quickly. I already made money once on CMP and will get in again soon. CMP and a few others provide good diversification to tech stocks in the current climate. I'm also in IHS for that reason (up from 33 where I bought it).

To: Brent Usher who wrote (661)	3/31/1998 8:58:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Brent, I put in a limit order for BXH today. Looks interesting - now let's see what sort of execution they can come up with. Also trying to pick up DIVE, FTIC (one-point play 15 - 16 if I get it)and CRG with limit orders. If anyone is curious about these, let me know which ones. Jumping back into OMKT, RENT, CMP and WMB as longer term holds provided the stories hold up. What's the strategy? Diversify into smaller niche stocks which the Street (for the most part) hasn't discovered yet. They are also less likely to take a pounding in a broader market correction. Still not sure enough about the market to open up any new short positions - just happily and faithfully holding PNDA. Good luck everyone.