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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: Peter V who wrote (8070)	4/6/1999 10:13:00 PM
From: drsvelte	Read Replies (1) \| Respond to of 14427

Peter - I was long Neo in December and January. It simply gets no respect, despite fantastic historical growth and a solid BS. Apparently the concern is that its chips are being replaced in laptops by competitors and growth will slow markedly going forward. Unfortunately, I surmise that there are many stocks like Neo around these days that are totally out of the mo-mo stream and will languish for who knows how long. SFA is one of my favs like Neo, but it sits dead in the water (although earnings upgraded this week so maybe!). I am looking at some trading ideas based on recent earnings upgrades and will post some ideas later. Right now AMAT is looking very strong on this basis. Also look at AMES (yes, AMES!)