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Technology Stocks : Racom Systems (RCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Gutterball who wrote (188)	7/31/1998 4:25:00 AM
From: Gutterball	Read Replies (1) \| Respond to of 468

PREFACE The average wee investor never knows what's really going on in the market today. Sure we have a lot of quick information at our finger tips. But if you've been trading off of news from a press wire or say CNBC, let me ask you how have you been doing? Of your last ten trades, how many are in the money? If you answer 5 or less, then all this information technology hasn't treated you kindly, considering that is what the law of averages says you ought to get when flipping a coin to make decisions So then, what is going on? Granted, all this quick information makes us feel we are on the cutting edge, but I submit this is an illusion. Regardless how hard we try, there is always someone else out there that is smarter and three clicks ahead. Why is this? Well, most is because the information we receive, as impersonal as it seems, is actually created by someone and acted on before we get the feed. And confounding this, we are unbearably unaware of the reason(s) behind the information when we receive it. By the time we learn its true meaning, it is usually too late and albeit we are hung in our investment. Cendant is a simplified example of this. There are ways to improve your handicap. I believe that information has an imprint, and that when put together with other imprints, a truer and larger picture is revealed. Case in point is Racom. The picture we have been allowed to see thus far is that Racom is restructuring. However, if we take the information we have been given, and compare it in its entirety to other events and surrounding references, then a strong case can be made that Racom is a takeover target. My purpose for writing this thesis is several fold. First, I think I am right on this one, but to earn bragging rights, I must preannounce. I am therefore presenting my case openly for scrutiny of my peers. I have discussed my theories with several of my friends, but they are not convinced of a takeover. And rightfully so, you shouldn't be either. Second, if right, then I will have reversed the flow of information originating from the temples of the money changers to originating from the threads -- thus giving the wee investor first right of refusal. Third, I'm not urging people to buy RCOM based on my theories, but I am asking those who own it not to sell or at least to stick around until the results are in. Considering Ramtron and Intag own 79% of Racom, it is a shame that 21% of Racom's voting power controls the price of its stock. Regardless the outcome, it behooves us wee investors to get our heads together and make a difference. IN SMALL PRINT: Please be advised that I hold a wee position in RCOM. Today's close 1 3/16 with 19,600 volume.