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Technology Stocks : PERI (Periphonics) -- Ignore unavailable to you. Want to Upgrade?


To: Jean-Pierre Conreur who wrote (1457)12/20/1998 11:36:00 PM
From: Peter Stier  Respond to of 1682
 
I also was impressed with the large amount of orders coming from the new customer base. Also am hopeful of the CFO comments about GM %increases getting to the 54 % range over the next 12 months...

All we need now are some record orders and a growing margin to get us going.

Good Luck with the fund...



To: Jean-Pierre Conreur who wrote (1457)12/21/1998 8:04:00 AM
From: John F Beule  Respond to of 1682
 
Jean, thanks for your input! I look for the C&W biz to be a boon, and with the CEo leaving to be the turnaround man at EDS, PERI should be looked at closely. With PR doing a heads-up job, we stockholders won't be in the dark like in the past. Off the subject, looking at your profile, you might look into SDTI.

Thanks again, and we all look forward to your diligence!

John B



To: Jean-Pierre Conreur who wrote (1457)12/22/1998 1:02:00 AM
From: jach  Read Replies (4) | Respond to of 1682
 
<I think it is only fair to tell you all that PERI is one of the five largest position in the
Tocqueville Small Cap Value Fund. I manage the portfolio fairly concentrated, with
50% of the assets concentrated on my ten best ideas.>

Possible to provide information on your other nine best ideas besides PERI. Thanks.