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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (30351)	10/5/1998 2:45:00 PM
From: Jeffrey Beckman	Respond to of 95453

OT- "Are You Ready"..... CISCO empowering the Internet generation...sorta

To: SliderOnTheBlack who wrote (30351)	10/5/1998 2:50:00 PM
From: Douglas V. Fant	Respond to of 95453

Slider, Do not forget WFT and HAL, as they gain consolidation cost-savings opportunities. Stay away from CSCO and LU- still overvalued versus growth rates. If you want a good telcom stock at the bottom right now, then buy NT at $30/share. You want a cheap blue chip tech stock? Look at the ECM's- SCI, FLEXF, JBL, SANM, SLR (wait on this one to drop some more), and DIIG. Selling at P/S ratios of under 1.0 and most are selling for P/E's in the 9 or 10 range. Each of them has no debt and cash in the bank. Also these companies benefit, yup, that's right, benefit from Asia's problems- they are not hurt by Asia... Tomorrow JBL releases its earnings- and I bet that they will be really good for a number of reasons (more details on JBL Thread). That should then give these stocks some support... So ECM's and OS's for me.... Sincerely, Doug F. PS. There is an ECM Thread here on SI too....

To: SliderOnTheBlack who wrote (30351)	10/5/1998 3:21:00 PM
From: Joseph Beltran	Respond to of 95453

Slider: "Japan will do what it takes to reform their banks and the FED will cut again, after Germany.... and we will turn the corner & bounce.. Finally; there is ''blood'' in ALL the streets ! ". sorry, I don't along with that forcast. Japan has been claiming that it intends to make necessary bank reforms for years now. It's all bullshit and the financial markets give them no credibility. Just yesterday Japan conceded that its biggest banks don't have the minimum reserves required by international standards (indeed, they don't even have the minimum reserves required by japanese standards which are lower than international standards!!) their market went below 13,000 yesterday, a 13 year low I believe. Japan is probably the single most important factor in getting this turmoil to reverse but don't expect anything positive to occur there.

To: SliderOnTheBlack who wrote (30351)	10/5/1998 4:37:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 95453

'fans'' of TCMS....? was it crossed up or down ? Can't believe it if it was an up It traded at $5-1/8 - not sure which way it was headed. I'd say that is meaningless in the short term anyway. That kind of trade is pre-arranged and the buyer is bullish, the seller bearish (I hate to be that obvious, sorry). I notice TCMS tanked later in the day. I don't own the stock but have been keeping my eye on the company for a while now. Overall I don't trust my stock picking too much in the oil-field area though - at least not with the smaller companies.