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Technology Stocks : Ampex Corporation (AEXCA) -- Ignore unavailable to you. Want to Upgrade?

To: Hal Campbell who wrote (3135)	8/2/1998 2:51:00 PM
From: flickerful	Read Replies (1) \| Respond to of 17679

<< I should be more responsible in my posts.Was just being playful>> oh, hal, that was clear. i too often forget this medium may not translate my sarcastic bent, so my replies may feign outrage, but truly i am engaging you in much the same playful way. i think the fact that you are now beginning to eye other stocks again is a healthy move... a scan for those <<with 3 year top and bottom line growth...very sound balance sheets .... [where the] share prices that have grown less than half of the growth rate[is a good] a starting point.>> even if you were to embrace the "market's opinion for a short time"...i feel such an analysis might actually be revealing a longer term appraisal with such a scan. and that the respect for such a short sighted appraisal ( as we have been seeing with ampex) may finally reveal the long term respect you seek. anyway.... considering what is underperforming in this market, i wonder if your new list might not include just about every single small cap...we'll see, huh. later... randy

To: Hal Campbell who wrote (3135)	8/2/1998 3:57:00 PM
From: CompJock	Read Replies (1) \| Respond to of 17679

Hal, -Off Topic - As you are looking to other stocks, let me pass a couple by you for consideration. After congress passed the transportation bill authorizing 200 billion to be spent over the next 6 years. I searched various databases and came up with two companies which I believe are underpriced, have strong management, already have strong growth records ... and are likely to significantly be impacted (in a positive way) by the increase in road/infrastructure spending. GX Gencor (makes plants to process asphalt) and GRDL (makes heavy construction equipment). Both have low PEs. I own both and have just placed an order to see if I can pick up some more GX at 17. (closed at 17 1/4) Besides the extra money to be spent in road construction, I like the fact that they will not be effected by either ASIA nor the year 2000 problems.