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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (7201)	4/6/1998 6:18:00 PM
From: Brian Gross	Respond to of 120523

Check out Bunz!!!! dropped over $5 today and basically the news was that earning previously stated in the 3rd and 4th quarter of 97 would be restated in 1st and 2nd quarter of 98. Stock way oversold today, and could see a good bounce tomorrow. Sorry to barge in on the forum, but thought this one fit the criteria rather well. Regards Brian

To: Judy who wrote (7201)	4/6/1998 9:17:00 PM
From: David Graham	Respond to of 120523

Judy; This is my first post over here on gems. I would like to bring to your attention a Y2K that hasn't been run yet. EGNS is not over bought yet and has a very large un-tapped market which they are just beginning to address, China. Tom Tedrow is the head of their IR firm and has 10 years of China experience. They are developing the company as a solution provider past the year 2000 and have ties to Data General. Data General has one of the largest cobol data bases in the world, all in need of remediation. Price has doubled in the last couple of weeks but is still under-valued in comparison to the competition. Take a look, own DD and all that. Grammy

To: Judy who wrote (7201)	4/7/1998 5:15:00 PM
From: Crossy	Read Replies (3) \| Respond to of 120523

Dear Judy, thanx for giving me Your view on Y2K companies. Actually Your response just reinforced my view of the group: that those "body-shops" are a bit inflated, since You cite them the current targets of the MO-players. I like to get into a sector before the MO-players took over, so I would have to stay away from the segment so far. One exception being TAVA which I have in my portfolio as a long term hold, although it's just a small fraction of my original position - wish I had it kept longer. TSK doesn't seem so bad to me, will have a look at it. I can't put it better than You did: "..looking for an area of growth beyond year 2K". I would think the "rightsizing" camp - software vendors and tool shops (not just short-term oriented Y2K solutions) should have an edge here, why not design a new/better/improved system than tampering old stone-age cobol code. Could be that enterprise networking might act as a catalysator (virtual firm etc.).. at least in the long run. Will try to look into UCMP beyond Y2K stuff. Perhaps they have some "enterprise migration" tools also. In that case the company could be interesting... best wishes CROSSY BTW: telephone eqipment: since You seem to like TLAB, let me point out not to overlook TLTN: Teltrend. It's very cheap valuation-wise and earnings are on the rise again...