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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (18374)	5/13/1998 3:20:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 50167

Judy: Thanks. ON ASND Ike and I have had some discussions in the past. I turned negative last July when they had a SEC filing indicating very low sales but mgmt spoke that they would meet the qtr. Ike knows the products, etc. and might have been a little early (a fault that I'm know for). I actually think they've started to click on the sales end. On the markets, I appreciate your input, for my 2 cents I don't think we'll have more of a correction in techs unless DOJ slaps win 98 (major hit to market from a growth hinder er and impacting investor sentiment) or an increase to the discount rate. Since I rate the first greater than 50% and the second even odds we'll have to wait and see. Closed out my ARSW yesterday, still like the company but they'll have to work through the MSFT jitters of competition. Started buying into CHKPF. Fundamentals took a major turn two days ago. It will start to recover towards old highs if market doesn't sell off. Tim