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Technology Stocks : FirstWave Technologies (FSTW) -- Ignore unavailable to you. Want to Upgrade?


To: Peter V who wrote (117)7/28/1998 9:59:00 PM
From: Roger A. Babb  Read Replies (1) | Respond to of 9677
 
Peter, SYMC has the potential to be a good long, but I am watching for now. Need to get my hands on the new software first. I will refrain from commenting on FSTW until after the conference call tomorrow.



To: Peter V who wrote (117)7/29/1998 12:10:00 PM
From: Timoteo  Respond to of 9677
 
Peter V.: marginable longs- two longs that I like at current levels are TWI and SOFT. I have followed both companies for some time. You can do your own DD but SOFT sells CAD type solutions and has new management which has turned the company around. Now trading @ 7 1/2 but small volume lets you buy under 7 if you watch it. Lots of employees are buying at market, and recent acquisitions indicate the stock is expected to move higher. TWI is one of the largest off-road wheel tire manufacturers in the world. Steadily growing revenues and good profits. Boring business even I can understand. Global economics/demographics bode well for the company as second and third world economies mature. Stock price hurt by recent strike at TWI which will affect this quarter's earnings but probably not much beyond.

Best Wishes,

Timoteo