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Non-Tech : Gehl Company -- Ignore unavailable to you. Want to Upgrade?

To: Michael Bakunin who wrote (56)	7/15/1998 3:19:00 PM
From: Marz	Read Replies (1) \| Respond to of 97

Michael, I think Gehl's management has become a little less conservative in recent years as evidenced by the acquisition of Mustang (especially since it was basically financed with debt) and comments I think I've read about possible other acquisitions. Unfortunately I think you are right about small caps and liquidity. Why invest in small companies when the large caps are flying. I guess I'm just a frustrated contrarian waiting for the tide to turn . Speaking of beaten up undervalued small cap stocks with conservative managements, you might want to take a look at COHU. They manufacture semiconductor test handling equipment. I think their management is probably the most conservative I've ever seen....but in a highly cyclical industry they have managed to pay quarterly dividends every year since 1977! Good luck.