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To: Sun Tzu who wrote (155)	10/7/1998 4:38:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10691

Ooops! biz.yahoo.com Personally, I also expect a civil war in Russia. Sun Tzu

To: Sun Tzu who wrote (155)	10/13/1998 10:56:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 10691

Thoughts on what to buy now. There are some very good buying ops in companies with very good FA & product, who have been punished for being in the wrong segment/sector, especially where the market really overreacted to a piece of news. Check out PERLF for example. wsrn.com Enough cash to be looking for an acquisition, a string of product development announcements over the past year where they are progressively building on core technologies & fitting into emerging market niches, a string of improving qtrs. Below book value. biz.yahoo.com There is a disconnect between the value, growth & price. Some big EPS upward surprises the market has not really responded to. Just noticed the lone analyst upped to a strong buy & raised EPS estimates. A few others that are in the overreact category. EQNX also has great FA & products. A couple years ago they announced a qtr below expectations and got hammered. Took the price a long time to catch up to a string of solid EPS growth & upward surprises. When it was looking sweet, there was another off qtr (still profitible) & viola another nosedive. Part of the problem was delayed orders & company has already anounced that the orders did come in this qtr. Earnings out soon. wsrn.com DAOU the ambulances chasers are circling over a report by a junior analyst who did not do his homework. The company uses a percentage of completion method of accounting their CPA (Earnst & Young) advises that they use. The analyst did not understand or had a beef, & now there a lot of class action suits that ultimately are not going to prevail since DAOU does use a method that is in generally acceptible accounting principles.... biz.yahoo.com They are the leader in the healthcare information systems infrastructure business & had added sone nice contracts & healthcare applications consulting companies over the last year. Sound business plan. at 4.75, they're slated to earn .58 this year, .92 next. The -.04 last qtr was due to 2 consulting company acquisitions. No more have been announced recently so qtr should have solid EPS. Anyway some examples, but companies that have been overly pounded, with good current & projected growth, good product & reputation may be some good targets. Points of concern? when will the Fright to quality stampeed end & when will Y2k associated selloffs hit? Scott