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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: Jenna who wrote (9270)	5/10/1998 1:29:00 PM
From: Jenna	Respond to of 120523

VTEL ..... Corporation is the world's largest developer and manufacturer of Digital Visual Communications(SM) systems. VTEL's innovative products provide superior video, data and voice quality, are simple-to-use, IP addressable, and because they aremicrocomputer-based, highly scaleable and easily upgradeable. Headquartered in Austin, Texas, the company distributes products through value-added resellers and partners in 55 countries. VTEL is committed to expanding its leadership position by providing the world's most innovative video networking, custom room solutions, and project/facility management. VTEL's Digital Visual Communications systems are deployed in the mostadvanced corporations, healthcare facilities, educational institutions and government operations around the globe. Consensus Estimate for Current Quarter is 2 cents up from 1 cent last quarter. Rel Performance/strength in the last week has been excellent. Earnings acceleration is strong. ERG has improved very nicely in the last week. EPS is going to improve next fiscal year. Right now it's sector is in favor which is good. It has a respectable though not glowing 1 strong buy and 3 moderate buys from analysts. VTEL has a growth rate of 28% per year. VTEL is a 'value' play and looks good. Insiders are not selling. Insider rank is a respectable 87%. Volume is very strong at 97% more than it's 30 day average. It was up 9.4% on Friday. I like this one for long term. As far as technical go, I worry that this stock can be a 'short' candidate. Should be watched. For short term, I wouldn't rush in. For the long term / intermediate term I like it.

To: Jenna who wrote (9270)	5/10/1998 2:31:00 PM
From: Jeff Jordan	Read Replies (2) \| Respond to of 120523

Jenna, I have to admit the market has me scared. Last week I was 90% cash. Thursday I closed most of my long positions and bought a few puts. I have been taking my money home for the last few weeks especially on weekends. I really hate having this sentiment, it skews my judgement and investment theories. I guess if I want to continue trading I may have to go to level 3 trading since most of the action is beginning to happen before/after market. This is what has hurt me in the last month. Easy decisions are now tempered w/ caution....I can't trade or invest with these feelings. So I have reduced my exposure and profits to day trading. I am in 100% asset preservation mode....it's very difficult investing with this mindset. Now...more companies are reporting lower earnings....with 90% over the 200MA it's time for me to take a vacation or change my investment style....vacation?(or old day job<g>) I know I'm not alone. But, my best investment indicator has been to listen to my innerself...and when I hear that voice yelling at me I have to listen,no matter how difficult. I have had these feeling for about a month however, it has resided in the last few weeks. Economics was my major in college so this is what tempers my fear. But, reality quickly jumps in...as I remember one day as I visited my brokers office Rauscher Pierce in Dallas, Tx. one morning in Sept. 1987...It was very erie, I came in to tell my options trader to buy some Disney. I was going back to Steve's office and over the loud speakers they were saying traders were walking away from their phones...it was about 9am monday morning. The market was down 508pts that day. A lot has changed since then.....but I will never forget the experience. I couldn't go to work on a construction job that next week because one of my customers lost $400K that day and cancelled the add-on to his house. 500 pts today is nothing...but the dangers are the same. I first moved to quality....now I'm out all together risking only 10% of my capital. Is this unjustified fear or what? I am assuming if I save myself a 20-30% potential loss, I will be able to recover faster. Everyone knows that after the correction is the best time to make a profit. And it is this that has put us where we are today. The last few corrections have been a joke with the institutions panicking first. And us little retailers profiting. We were right then...will be right the next time. I am currently considering what stocks I want to hold following a major correction. I think this may be a relevant discussion as to what stocks qualify to be placed on such a list. I am currently researching what stocks fared better after the '87 crash. Since this is the topic of a whole new thread I invite anyone who has interest to pursue it, if I don't do it myself. Thank you, Jenna for such a wonderful thread. Best wishes for your success with Marketgems. You are truly the Martha Stewart of the Investment world.<g> Jeff