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

To: Rex Dwyer who wrote (10368)6/21/1998 2:04:00 AM
From: paul kneitz  Respond to of 18691
 
According to BHE's latest 10-Q, 37% of their revenue is derived from companies dealing in computers. Of this, i don't know how much goes to SRA.

Another possible short would be PLXS. Two recent downgrades of FY99 outlook have sent the stock down, but the upgrades didn't discuss the June qtr. outlook. The company has not made any recent statement, however one of the officers sold about 25% of his shares in mid- to late-May at $21 to $22 per share. what do think?


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