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

To: Ken W who wrote (2949)	4/11/1998 11:52:00 PM
From: Sergio H	Read Replies (3) \| Respond to of 29382

Ken, I shy away from bank stocks. The insiders know way before the market gets to play. Steel sector is a good idea, and I'll be happy to check it out. ORBT will do fine. Just relax and let it do fine. Ken, can you check out MPDI for me. This is a quick $$$ play for Mon. I know that you hate that kind of thing. Quick money is quick money. Sergio

To: Ken W who wrote (2949)	4/12/1998 10:56:00 AM
From: Sergio H	Read Replies (4) \| Respond to of 29382

<Also, steel seems to be moving up in the rankings. Sooooooo..found KESI, last Q posted .01 over a .30 loss. 1.0 broker recommendation. Last reported Jan so they should be due out soon. Chart is just starting to turn up. 1.3 million float so it moves fast up or down. Beta is 1.1 > Kesi has one Strong Buy rating as you noted. Did you also see that it is trading below book value? Institutions own 66% of these shares. The Co. shut down in late 96, early 97 to upgrade their plant and have increased production as a result. The earnings comparisons to prior year are therefore misleading. With steel prices firming, KESI looks good. I found an interesting mention of MPDI at the Raging Bull web site. Some other ideas that look interesting as well. "Microwave Power Devices (MPDI): MPDI's stock spent the week consolidating recent gains. Investors are awaiting any news on contract awards from Lucent and others. One positive note: In a report earlier this week, Morgan Stanley said MPDI's PCS business should remain strong for the forseeable future. Since MPDI is a key supplier to Lucent of the linear amplifiers used in these wireless networks, we infer that MPDI is poised to benefit. " ragingbull.com Sergio