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To: IQBAL LATIF who wrote (19122)	7/31/1998 11:57:00 AM
From: James Strauss	Respond to of 50167

IQBAL: For those looking for a few stocks with positive momentum I suggest TRBD and TAVA... TRBD is making new highs each day... Makes a pollution control device for automobiles... Signing many contracts... TAVA is turning around from a recent bout of selling... Y2k solutions for embedded chips... It has a monopoly in the Embedded chip area... Many Fortune 500 accounts... Shorting has driven the stock down... Shorts are now covering... The price is responding to the upside... I believe both have good upside potential... Jim

To: IQBAL LATIF who wrote (19122)	7/31/1998 12:23:00 PM
From: Lee	Read Replies (2) \| Respond to of 50167

Ike,..Re: Strong PMI, a weak quaterly GDP number first time in last three years and a very docile deflator-- all adds upt non-inflationary growth and also answers some worries about prospects of robust corporate profits. The Chicago PMI is in the heart of the heavy industry part of the US. It not only bodes well for future earnings, it also shows clearly the deflationary impact of basic commodities (prices paid component). But, apart from this excellent news, it will eventually become apparent which companies can manage their growth/earnings. New orders were up strongly and with everybody seemingly looking for a market crash with a following recession, this looks to be a good time to be choosing good companies to invest in. economeister.com CHICAGO PURCHASERS: JULY BAROMETER UP SHARPLY, PRICES DROP Also, the bond market already knew the economy wasn't weak. Without the GM strike and the fall in exports, GDP would have come in at 4.8% or higher. Now does this mean that most of the Asian impact is behind us? I don't know but with companies like CLX, GIC and others reporting much better than expected earnings, and with the media only concentrating on the disappointing earnings, I'd say we're looking at an opportunity. economeister.com US 2Q REAL GDP +1.4%, COMPOSITION STRONG DESPITE GM The only possible concern is wages and benefits; however, if the Commerce Dept. (or whoever calculates productivity) is not measuring productivity correctly, this could be nothing more than a ghost. Just my 2 cents. Regards, Lee

To: IQBAL LATIF who wrote (19122)	7/31/1998 1:55:00 PM
From: George Mc Geary	Read Replies (1) \| Respond to of 50167

IQ, one of your favorites: Ascend Communications (ASND) 45 5/8 -5 7/8: Networker's shares taking it on the chin as investors fear that company will soon announce acquisition of fault tolerant computer systems maker Stratus Computer (SRA 29 11/16 +1 11/16) . Lending credibility to the rumor is an article today in the San Jose Mercury, which reports that Ascend will pay approx. $800 mln for SRA in a stock deal to be announced next week. Based on that price, SRA shareholders would receive approx. $28.50 worth of ASND stock.