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To: DanZ who wrote (14480)5/30/1998 11:37:00 PM
From: Beachside Bill  Read Replies (2) | Respond to of 53068
 
These companies are all making money and the market has totally overreacted on the
downside by pricing them way below what they are worth.

Dan, there is no way I am selling DSWLF in the same trading range for 18 months and EPS growth has been ~50% in that time. The outlook, same or better (over 30% annum) due to asia crisis(being a asia exporter that contracts only in US dollars).By the way the Z will have a 75 cent dividend in 15 days (X date)to make up for the down price. And this company has been hit over 5% in about a week since it beat the yearly est.

biz.yahoo.com

PS. I noticed today that Dell is opening up a plant in China and adding some more people a couple of miles north of me in River City.