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To: judge who wrote (54138)2/10/1999 10:59:00 AM
From: Nietzsche  Respond to of 119973
 
SIMC volume coming in

two 10k buys at the ask!



To: judge who wrote (54138)2/10/1999 11:08:00 AM
From: Panita  Read Replies (2) | Respond to of 119973
 
My two top picks: Neomagic (NMGC) and Manugistics(MANU) why....

NMGC has been a very predictable stock since coming public about three years ago. Each single quarter since coming public NMGC hits its lows 10-14 days before the schedule earnings report date. They are scheduled to report on Feb. 18 after the close. The stock has run from 11 to as high as 22 in the week leading to earnings. The best time to sell it has been in the last hour of trading on the schedule earnings date- Feb. 18. NMGC owns their market; 55%+ of all notebook computers sold use the NMGC chip. You just heard Kernan's comments on Gateway saying this quarter looks good. Remember Gateway, Compaq, Dell, IBM, Micron, Toshiba are all NMGC customers.

Second pick is MANU. A leader in its area (together with ITWO). The company has suffered from delays implementing new software as company make sure that current programs are Y2k complaint. MANU three month low is $8 so little risk. All time high high 60's Furthermore every few week rumors circulate about a possible buyout which pushes MANU as high at 15-16 for a close to 100% gain.

NMGC is a buy here with a holding period until Feb 18. Target 20+. Last trade 13 3/4

MANU is a longer hold target $15+ last trade 8 5/16