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Non-Tech : Lufkin Industries (Nasdaq: LUFK) -- Ignore unavailable to you. Want to Upgrade?

To: Todd D. Wiener who wrote (72)	5/6/1998 1:16:00 PM
From: Dave Hanson	Read Replies (2) \| Respond to of 103

OT Todd, would appreciate your thoughts on yet another micro-cap you might like: SIRN. This $32M apparel company just beat earnings estimates by 80+%, after getting new management last year. As indicated on the new SIRN thread, the conference call following earnings was extremely bullish. They've adopted some very interesting new technology, as is detailed on the thread. Financial condition seems quite strong to me, and it's been under rapid accumulation recently. I sold my position in NCES today (thanks for introducing me to this pick, it was my biggest gain of 98 so far) at 10 1/8, and used it to start a position in SIRN and get some more THQI (which is now fully half of my holdings, and I'm _entirely_ comfortable with it). Best, Dave