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To: Dale Baker who wrote (1668)11/4/1998 5:35:00 AM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
Wednesday plays: CMP missed the Texas contract so I will be out at the open. BNGO may pop today with the defeat of the SC governor, a video poker opponent. Don't know how long it would last since BNGO is moving back to bingo halls and away from video poker, it seems.

CIEN could be a good short since their contract announcement didn't generate much excitement and TLAB has denied wanting to buy them.

QCOM had good earnings (beat by .04). Watch for other international telecoms suppliers to do well too - hopefully including RLT. ECILF and ANDW are two others in that field to watch.

CPU - Bill Wexler is pounding the table on this one long. Looks good with a PSR of .25 and a forward PEG well under 1. Thoughts anyone?



To: Dale Baker who wrote (1668)11/7/1998 4:06:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Once again for the record regarding RLT, it's obvious I can't count. With a buy just under 18, RLT won't hit 50% until it breaks 27, not 24. I will still hold it beyond 27.


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