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To: articwarrior who wrote (43071)	4/23/1999 1:30:00 AM
From: upanddown	Read Replies (1) \| Respond to of 95453

TCMS: some folks seem to want to keep the lid on this stock. Every time the stock climbs ever so slightly the shorts start applying downward pressure. Artic, I doubt the shorts are the problem. Probably people who bought sub-3. Most brokers won't accept shorts under $5. The thing about TCMS is that damn book value. Its been in the 11-12 range for 3-4 years. I can't understand why they wouldn't be bought out if that is a true value. Hell, they were as low as 2. About 2/3 of book is in PP&E and my concern is whether that represents actual salvage value or simply replacement cost. Could be a huge difference there. I sure would like to see some news about business conditions, backlogs, new contracts, anything. A very low-profile microcap that rarely says anything. The lack of news bothers me because I think if they had positive news, it would have come out. I do feel that they should be one of the early beneficiaries of a pick-up in the patch. John

To: articwarrior who wrote (43071)	4/23/1999 6:35:00 AM
From: RBlatch	Respond to of 95453

Re: KEG This is probably the longest shot I have in my portfolio at the moment. They could go belly up in my opinion. They could also survive. Survival is looking better every day now, however, and I give them a 70% / 30% chance to do that. If they do, in fact, survive, they are the true laggard of the patch and could easily see the thirties again. Remember, they bought out several companys just prior to 11/97 that they never saw the benefit of, only the downside of carrying the debt for same. As this new bull market emerges, they will be the biggest kid on the block in their geographical areas. I am accumulating this stock looking for a grand slam here. Cordially, RBlatch