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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: James Wright who wrote (5680)	6/6/1998 9:54:00 PM
From: Sergio H	Read Replies (2) \| Respond to of 29382

Jim, I did see that the Institutions love NMGC and that should help to offset the insider selling. Institutions own almost 50% of the shares as of the end of March and that is a 39% increase over the end of 97 numbers. Take a look at the earnings numbers and see if you see the same thing that I see: for the four quarters of '97 NMGC beat estimates by at least 50% per quarter. for the q ending Jan '98 earnings surprise of +48% and 400% over prior year's numbers for same quarter. for the q ending April '98 earnings surprise of +4% and 277% over prior year's numbers for same quarter. Estimates for the July '98 quarter are 173% over last year's and for Oct. '98 estimates are for 112% over last year's. Sergio

To: James Wright who wrote (5680)	6/6/1998 11:01:00 PM
From: LTK007	Read Replies (1) \| Respond to of 29382

James,I myself,(my opinion only) am very hesitant to believe that the semis are going to have a sustained rally--I guess I am heavily influenced by the Hedge Fund fellow Fleckenstein--he for instance shorted Intel at 85 and says he sees them eventually hitting 40-- he paints a bleak longterm picture,for PCs and companies dependent on PCs---curiously though another analyst also bleak about Techs in general was asked what Techs does he recommend to buy,and he named CPQ,IBM,and CA,and ALL for the same reason--because he says they are extremely involved in the Y2K business,which he sees as explosive at some point---what surprised me I had no idea that Compaq is deeply involved in Y2K,and given its price I am considering it,but I need to research this y2k side of ComPaq.max--This is Hot Air Only post.