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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (7708)	5/27/1999 11:07:00 PM
From: Steven Finkel	Read Replies (1) \| Respond to of 57584

The problem, of course, is that when these stocks make a run, you can blink and have missed out on huge short term gains. I think a rally in these has to come fairly soon. The only question is whether it will be short lived and then lead into continued loss throughout the summer. I think we all know that these stocks have a way of coming back in the fall and winter.

To: Rande Is who wrote (7708)	5/27/1999 11:29:00 PM
From: tide	Read Replies (1) \| Respond to of 57584

LTBG should gap tomorrow & could run pretty good, IMHO. These 'Inside Wall Street' picks (a la HAUP) do catch a lot of interest. Of course a big gap could be all we see or perhaps not, esp if there appear to be acquisition probabilities. BUSINESSWEEK INVESTOR -- INSIDE WALL STREET Why Lightbridge Could Light Up Pat Farley follows software companies at Kopp Investment Advisors, a $3 billion money-management firm that specializes in small-cap outfits. One of Farley's top picks nowadays is an obscure, and very small, specialty software company called Lightbridge (LTBG). He feels that Lightbridge, with a mere $150 million market capitalization, is an undiscovered gem. Among other things, Lightbridge makes fraud- management software for telecommunications carriers, to make sure that phone companies don't have any glitches when they ''activate'' new customers. How's that for specialization? Farley notes that the market has been immune to Lightbridge's charms. One reason is a bit of bad luck in the first quarter of 1998, when Lightbridge shares plummeted 20% in one day, from 18 1/8 to 14 5/8, after the company said first-quarter earnings would fall short of expectations. Shares in the Burlington (Mass.) company have rebounded this year, but Farley believes the company's strong growth prospects justify even higher share prices. He also believes Lightbridge is ripe for an acquisition, although no suitor is in the wings just now. Farley reckons that earnings in 2000 will top 40 cents a share and that Lightbridge will reach a price-earnings ratio of 30 by the end of the year. This would send Lightbridge's share price above 12, a nifty premium over its current 9. Definitely something to phone home about.

To: Rande Is who wrote (7708)	5/28/1999 1:57:00 AM
From: ProfitMaker	Read Replies (1) \| Respond to of 57584

Looks like I missed this report on the wire yesterday: biz.yahoo.com For this current year, they are down, but expecting to make a fantastic recovery next year. BTW, I have their PE somewhere around 94 but I'm trying to find their ratio right now. Can't imagine it would be 1:1, gotta be somewhat higher. DoCoMo fueled their fires with all the cellular sales they do. Here in Japan, every kid from junior high up has a cellular! We don't pay anything to receive them, just the monthly charge and air time, so every baglady and her brother has one! Hopefully get some more info to pass along.