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Strategies & Market Trends : SPARKY'S CORNER -- Ignore unavailable to you. Want to Upgrade?

To: Bruce A. Brotnov who wrote (3447)	8/12/1998 2:30:00 PM
From: Walk Softly	Read Replies (1) \| Respond to of 4142

Bruce... like STLY, spread on TAGS has limited my trading..... has proved an excellent long term hold which I missed the ride on.... a little like restaurants... I tend to be a little distrustful of their sector... check ASHW.... CHCS I love looking good here... SPNSF chart doesn't reflect fundos... I wonder if some MM isn't short and circumventing reporting requirements somehow (I'm the suspicious type), or too large positions being unloaded.... software sector is weak save for a few biggies... IMO to get much stronger for the little guys.... I've got some tucked away awaiting a return to favor or sobriety.... I had the same problem with AAPL in the low teens.... I knew of all the great stuff they were doing and the chart actually looked worse than SPNSF.... never bought (though prodded by many super techie friends well acquainted with their products) until it doubled.... I'm hearing all kinds of crazy things regarding SPNSF continued eps blowouts to the upside.... hey maybe the arabs are shorting these guys in some foreign marhet:-) anyhow started the year at 8... eps are up by a factor of 5x and we're trading mid 6s.... someone really making me look bad on my favorite small cap for price appreciation this year.... but whoever my nemisis is he must be BIG considering he took the whole Russell 2K down to do it.... so goes any conspiracy theories.... SAH continues to surprise... I recd to a few friends and they laughed at me because they dealt heavil in used cars.... of couse my used car saleman buddies tell me that is where all the money is.... they much prefer selling used because that's where they make their best commissions.... IFCI... not sure why so many peope like it other than it is cheap... traded twice this year for no real gains.... DY seems the preformer in this sector..... ES

To: Bruce A. Brotnov who wrote (3447)	8/12/1998 2:39:00 PM
From: Walk Softly	Read Replies (2) \| Respond to of 4142

Bruce... I should add.... what's your take on SPNSF weakness... distrust of fundos??? I'm sure it doesn't meet your buy criteria here..... 40% below its highs.... but, this is where the value players start to nibble... ES