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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Kerry Phineas who wrote (28160)5/15/1998 10:23:00 AM
From: HB  Read Replies (1) | Respond to of 132070
 
I noticed that he had IFMX in his recs too...The others are up
as well, except for QDEK which is slightly down.

Visioneer (VSNR) seems like an interesting story, although check out its
10Q for a very detailed litany of Burkean warnings about competition,
how margins vary over a product cycle, etc... interesting because
it's quite a bit more specific than the usual boilerplate (score
points for non-toutiness)
sec.yahoo.com
I would have to know much more about the product and the market before
investing in this, though. Someone who knows scanners might have
a good feel for the important question: do they have a
great product that will keep increasing market share for awhile...

Wasn't putting
him down! Hey, he made money! Just observing the spread of home (and work) daytrading...
I've been known to do it too. (Caught a little of the INCY bounce
for 7/8 a share recently, for instance. I love to buy what the
Burkite sheep herd hates <BFG>.) But I don't have the time
or risk-tolerance to do a twenty minute momentum trade based on a
CNBC story.

Cheers

HB