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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Jeffrey D who wrote (4626)4/20/1999 10:01:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
Jeff: " BTB is 1.30. Your analysis of the numbers would be appreciated."

If the overall market holds together and we get some PC reassurances from some direction, get ready to rock and roll <g>. Bookings were awesome. Note the upward revisions of January and February bookings. Analysts were worried about the flatness a month ago. Revised bookings take care of that problem somewhat. Definite sequential growth now. Analysts love that stuff. Asia is coming back faster than thought. Let's see -- I am a portfolio manager and I am need both a cyclical and a growth play. Hey, with this sector I can get both. Buy it now <g>!!