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Technology Stocks : Platinum Technology -- Ignore unavailable to you. Want to Upgrade?

To: Lutz Moeller who wrote (4131)	5/31/1999 9:25:00 PM
From: Timoteo	Read Replies (1) \| Respond to of 4148

Mascotech is a major auto parts supplier. There is considerable movement in this industry with companies like MSX acquiring and shedding and positioning themselves. The big three are all getting out of the parts business preferring to outsource for numerous reasons. I see an industry-wide consolidation and the formation of a top tier supplier group. MSX would be part of this one way or another. regardless, it is a pretty good value and if you look at the insider buying (my favorite takeover indicator, though works best with banks) it is high. PERI is a great voice recognition company. Though some of the big players in communication have like Lucent have spun their VR units, I think others will seek advantage by acquiring. A much weaker company I owned (VCSI) was just bought out for $4 a share. VCSI has only one product and hasn't made a dime in a while. Companies like INTC are taking a stake in LHSPF, biggeer than PERI, but not that much better considering the market cap difference. Just my opinion. FWIW. Best, Timoteo