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Microcap & Penny Stocks : Perle Systems - Who wants to talk? PERLF -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (160)	1/25/1999 9:06:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 248

Rainier, I REALLY dorked my question. In addition to the spello, I meant I was very nervous about the market, not so much PERLF. I'll take your PERLF comments under advisment, and I you have any broad market comments, or references to other posts or articles you second, please post. Thanks Scott Just realized I did not flesh out my market comment fully. I'm worried about the effect reduced exports, reduced capital spending (lowered planned spending for 99, plus Y2K spending consuming a material amount of the spending budget), both these leading to reduced profits at a time of high valuations (mid-large caps and the Inet phenom.) Market psych is a related issue, as more Brazils and resultant "Fright to cash/quality" exits from small caps (my arena), plus I expect cash to leave the market over Y2K concerns (right now I'm buying a propane fireplace and considering a well) So, I was thinking of going to cash for most of my portfolio, not yesterday, but taking profits as issues reach peaks. Your thoughts on the appropriateness and the timing. Scott I started this here, but if this should continue on Ra, please feel free to transition.

To: HeyRainier who wrote (160)	2/11/1999 2:02:00 PM
From: Scott H. Davis	Read Replies (2) \| Respond to of 248

Serious volume again today, went up to 3 7/8 again. Good call tho Rainier, looks like we'll be seeing profit taking on rallies from folks who missed their chance the last time near 4. Rainier, if you're there, I do have a question. I realize that you do a much more thorough valuation analysis than most posters. You made a safe entry point up to 2.25, did not mention what your fair value was but implied PERLF has passed it. I just looked at Baseline, and saw that their current FA ratios are generally within a standard deviation of their historic midpoint. I look at their PE (maybe 11.6 after today)look at their historic and especially their projected growth rate, look at how their FA ratios have improved with each qtr, how their product development plan has progressed and transitioned into strongly improved sales for the RAS area. I still find that they're undervalued. What am I missing. Scott