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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Mama Bear who wrote (10312)	6/19/1998 11:16:00 AM
From: paul kneitz	Read Replies (1) \| Respond to of 18691

Anyone looking at BHE? This company manufactures electrical products, including computers. One of their largest customers is Stratus Computers (SRA) that two days ago pre-announced a loss and business slowdown, cancelled orders, etc.. Also, in March BHE shelled out $70 million to acquire another company in the same business line. Expectation: SRA slowdown will lead to slowdown at BHE, high debt levels due to recent acquisition will eat sharply into earnings. Analysts apparently are asleep because they carry this as 5 Strong Buy, 2 Buy and 1 hold, with consensus $0.31 June qtr. earnings. Stock thinly traded. No recent company announcements. If all above is true, stock will tank when news comes out. Would appreciate a review by this group and comments....