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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (6123)	2/26/1999 8:25:00 AM
From: Ron Bower	Respond to of 78481

SORRY, Typo in my last post - SLNK not SNLK - Spectralink I have only taken a small position and will need another Q to add more. The trailing PE is high, PEG reasonable. Strong balance sheet, increasing revs decreasing SG&A percentage. Insider buying is strong. Float decreasing. Good marketable product, but it's their only product. Have made some good marketing ties recently. FWIW, Ron

To: Paul Senior who wrote (6123)	2/26/1999 8:42:00 AM
From: Ron Bower	Respond to of 78481

Paul, Changing to your philosophy. Over the last few weeks I have been making a transition from a small concentrated portfolio to more diversified and smaller holdings. In a bull market one can do well buying in concentration. I now feel it wiser to be buying a wide variety of undervalued small/mid cap and adjust to longer term strategies. Not bearish - feel the indexes will be range bound with volatility, strength to be in undervalued smaller issues for rest of the year. FWIW, Ron