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

To: SJS who wrote (8092)	4/9/1999 11:24:00 AM
From: Thean	Read Replies (3) \| Respond to of 14427

Drillers are always good trading stocks. Now their mo-mo is on the upswing so there it goes again! How about those beaten up enterprise software stocks? But only buy those that are selling the front office products. SEBL, CLFY to name two. MERQ - a stock I bought for the wrong reason yesterday - thinking it was a front office play - turned out to be a big gainer today. Look at its chart and there was no news - this could be the classic panic selling, mo-mo big swing, MM shakeout, manipulated gainer here. Trade at your own risk!

To: SJS who wrote (8092)	4/9/1999 11:35:00 AM
From: The Ox	Read Replies (2) \| Respond to of 14427

Thanks Steve, Alski and Thean for your comments on PFE. As to VTSS, One important factor: EPS growth rate looks lower then it actually is due to the rising tax rate. If this quarter was taxed at the same rate as last year the EPS growth percentage would have been 70%. They are now being taxed at the highest rate, so this won't happen again next year. In the short run, who knows where VTSS will trade? I can confidently say that next year, the growth rates will look better then this year. Even with slower revenue growth, next year's EPS growth should blow away this year's. Prudential up it's target for fy00 eps to $1.30. Let's take a conservative 50% growth rate multiplier and we have a $65 target for today's price. I can see them growing at 60% but I don't want to get too far ahead (a $78 target). Let's also consider that VTSS has been able to beat the street estimate by a penny almost every quarter. They have been able to manage the street's expectations better then many companies out there. I'm in for the long haul and will look to add when possible. Just some thoughts....... Michael