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To: Thean who wrote (4375)	10/17/1998 12:37:00 AM
From: k.ramesh	Respond to of 14427

Do the many fans of POS on this thread know that the real POS is called Catalina Marketing,<g> .. Check it out! ticker POS . Funny, @ 7500 dow every one prayed for one more 8000+ so that they could dump every thing and hide in a cave, till this beast went away, and now that we are at 84-8500, every one is praying for one more 7500 to back up the truck. fear-greed - fear- greed same shit different week. And is LT by any chance related to the famous LT of Loews (LTR),which owns 50% of DO and has consistently not gone anywhere (lost millions and millions on shorting)? I was watching it to see how it would handle the down mkt as that LT(laurence tisch) was supposedly bearish, any thoughts. Ramesh.

To: Thean who wrote (4375)	10/17/1998 3:19:00 PM
From: SJS	Read Replies (2) \| Respond to of 14427

Thean, I think I am asking the following: Take GLM. When oil was at the high last year, GLM was oh....mid 30's(35 or so). I suspect that price was a combination of great forward looking fundamentals, AND MO-MO. Now....assume oil goes back to $19/barrel. OSX gets in the low 100's or 110 tops. I don't think GLM will get to the high 20's with this scenerio, right? So in order to get back to the high's some of these stocks have seen last year (RON at 80, etc) we'll need tremendous volume, sky-high dayrates and expensive (over $20/barrel) oil, right? That would appear to NOT be in the cards unless there is some catastrophy in one or more countries or suppliers. So then..........I think I've got to "grind it out". Guerilla trading tactics. A buy and hold (average down philsophy) might NOT be the best thing to do right now... Regards, PS: About your computer, you should get a system monitor running while you do things to note your resource usage. Norton Utilities 3.0 has some great tools for fixing up messed up machine. As well the reason I DIDN'T buy a DELL is because they load all kinds of crap on your machine. You can nuke the disk and start again, but that's a pain too. I bought hardware from a local company, and it was spankin' clean. Just Win95 and the device drivers (tape drive, CD, graphics card, sound card, etc). I did EVERYTHING ELSE. I carefully loaded only the software I wanted from there. My brother and mother both have DELL and they are always asking me to fix all the problems they have... Best of luck.

To: Thean who wrote (4375)	10/17/1998 5:19:00 PM
From: Alski	Respond to of 14427

Thean, You've definitely got a software problem as opposed to hardware. It's called a "memory leak" but knowing that doesn't help you find the culprit. If you've installed software that didn't come with the computer, that will overwhelm the Dell tech, unless you find a really good one. I suggest you uninstall anything you added and then keep after the Dell techs to get it working. Then re-install any add-ons one at a time, with enough time between to determine if one of those is causing a conflict. Yeah, it's a pain, I know, but without some good tools and a pretty high skill level it's really your only option (short of returning the computer). Hopefully since your computer is so new it won't be too bad. If your memory leak continues to hassle you even with only "as delivered" software you'll need to start uninstalling any garbage Dell loaded that you don't want, even if you have to go buy an uninstall utility to do it. First move anything and everything out of the "start up" folder into a temporary folder with another name and turn off any active virus checker. If that helps, move only the stuff you want back, one at a time 'till you identify the culprit. If that doesn't get it, uninstall Internet Explorer's active desktop. Turning it off doesn't do any good, you've got to uninstall it if it's causing the trouble. (see support.microsoft.com ) The next trick is to start shutting things off one at a time using ctrl-alt-del 'till you find the culprit. Good luck, Alski PS. I had the same problem with Worldnet here in Columbus. Dropping your connection probably doesn't have anything to do with your computer. Your next new ISP will undoubtedly be better.

To: Thean who wrote (4375)	10/18/1998 2:11:00 PM
From: Shelia Jones	Read Replies (1) \| Respond to of 14427

Thean, along the lines of small cap, low P/E, much higher (than their P/E) growth rate stocks – may I submit: MRG – Morton's (of Chicago) Restaurant. They were recently downgraded by analyst on fear that slowing economy would cause the well-to-do to stop dining out. I'm not sure I agree with this premise but the stock got the %$#* kicked out of it. Earnings came out Oct 13 and showed a 15% growth rate for the quarter. Their P/E = 9 and long term growth rate is 20%. A stock repurchase program was approved as well. Trading volume is usually thin but Friday saw a 20 times increase. The stock was clearly being accumulated with many big block buys. The company's rebuttal was published October 8th : Morton's Restaurant Group Calls Yesterday's Drop in Stock Price 'Extreme Reaction' to Analyst's Action Company Cites Unbroken Track Record of Growth During Years of Economic Downturns NEW HYDE PARK, N.Y., Oct. 8 /PRNewswire/ -- Allen J. Bernstein, chairman and chief executive officer of Morton's Restaurant Group, Inc. (NYSE: MRG - news), parent of the Morton's of Chicago steakhouses, today issued the following statement in response to yesterday's Lehman Brothers Inc. research report downgrading the stock from a ''buy'' to ''neutral'', based, in large measure, on a projection that future weakness in the economy could have a severe impact on upper-end dining. The report resulted in a sharp drop in the company's stock price. ''Morton's of Chicago steakhouse restaurants, our upper-end dining group, have a track record of comparable revenue growth during each of the past twelve and a half years. ''Our Morton's of Chicago dining concept has demonstrated its extraordinary strength and appeal during periods of severe economic weakness and social stress and change.'' -- For 1987, which included the stock market crash, and the early stages of the S&L crisis, Morton's of Chicago comparable revenues increased 9.8%, and during the ensuing economic downturns of 1988 and 1989, they increased 7.9% and 3.1% respectively. -- Morton's steakhouses posted comparable restaurant revenue increases of 5.6% for 1990 (when the Dow Jones Industrial Average fell 4.3%) and 0.9% for 1991. Both years included the Gulf War turmoil, and a recessionary period. -- For 1986, when business meals went from being fully tax-deductible to 80% deductible, Morton's of Chicago's comparable revenues grew 4.5%, and in 1994, when the deductibility was slashed to 50%, comparable revenues increased 8.8%. Calling yesterday's stock price decline, an ''extreme reaction,'' Bernstein added: ''While no one can predict the future, we take pride in our record of accomplishment and success at Morton's of Chicago during both the good and the bad economic periods.'' Another beat up small cap, this one in the transportation industry is MSCA: Volume Friday was 5 times average. Earnings came out October 9. They beat estimates by 2 cents and were upgraded to a “buy” on October 15. Their P/E = 8 and growth rate is 15%. Recent low was 15 ¾. Close Friday was 17 1/8. The company recently signed a letter of intent to buy certain operating assets of Interstate Trucking Corp. of America, a dry-van truckload carrier based in Merrill, Wisconsin. “M.S. Carriers said in a statement that it expects to hire 280 drivers, enter into short-term leases for Interstate Trucking Corp. power units, and purchase 803 trailers from Interstate Turcking. Its stock was last at 17-1/4, up 1-3/8 on the day.” From Baseline: M.S. . Carriers Inc. is a trucking transport company which hauls truckload shipments of general commodities throughout the US and in Canada. It also has interline service to and from Mexico. The main types of freight transported are packages, retail goods, nonperishable food, household appliances, paper, furniture and packaged petroleum products. At Dec 1997, the company owned 2,370 tractors, leased over 770 tractors and owned nearly 9,000 van trailers. The company's "premium services" include on time deliveries, late model equipment, computer systems to monitor shipment status and loading or unloading assistance. In 1997, the average trip was about 633 miles. In 1997, the company acquired Hi-Way Express & in 1998 purchased assets of Challenger Motor Freight. From the apparal sector three that I have been eyeing are TBL, KIDD and TNFI. TNFI a few months ago bought another company and moved their corporate headquarters. Many uncertainties – will probably wait until earnings come out this week for this one. P/E = 9 and growth rate is 26% . KIDD announces Thursday. Their P/E = 13 and growth rate = 20%. TBL has a P/E of 6 and a growth rate of 19%. They announced earnings on last Thursday of $2.47/share. They also announced a stock buy back. Friday volume was double the average. I've followed all three of these for some time now. Exhibiting bottoming behavior. Also really fond of your PMRY choice. Plan to act on this one myself.