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To: Scott Ozer who wrote (194)2/9/1998 5:48:00 PM
From: Sam2482
   of 234
 
It was good to hear the CEO give some positive comments on bookings. Perhaps the worse is behind this company.

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To: Sam2482 who wrote (195)2/9/1998 5:55:00 PM
From: Scott Ozer
   of 234
 
Don't forget his most impressive figure that inst'l ownership is moving up---they are not scared of the results.

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To: Scott Ozer who wrote (196)2/10/1998 6:49:00 PM
From: Rodrigo Rocha
   of 234
 
I like it: It has no following, it has a growth rate in the 20% range, a clean balance sheet, it generates operating cash flow in excess of 4 million a year. It has a great reputation with its customers, most of their competitors are small, and therefore they can lead in the consolidation of this group of companies.

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To: Rodrigo Rocha who wrote (197)2/10/1998 7:19:00 PM
From: Scott Ozer
   of 234
 
I have made a lot of money in consolidation plays which I think this is going to do. They can do this with lines of credit and little stock dilution. Being patient and buying the dips is key!

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To: Rodrigo Rocha who wrote (197)2/13/1998 9:13:00 PM
From: Scott Ozer
   of 234
 
I picked some more up. this is a sleeper

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To: Scott Ozer who wrote (199)2/13/1998 10:00:00 PM
From: Sam2482
   of 234
 
Scott....I hope you are right. Lets hope that it don't sleep too long.....It has been resting for some time. I am encouraged by the latest comments on strong bookings. In my view it was all the negative talk from the past releases on bookings that killed the momentum in the past. We should be in a strong earnings quarter.

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To: Sam2482 who wrote (200)2/14/1998 9:27:00 PM
From: Scott Ozer
   of 234
 
Interesting all the firms who were asking questions on the conf call.

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To: Scott Ozer who wrote (201)2/25/1998 7:28:00 PM
From: Sam2482
   of 234
 
Scott...what is your opinion of the recent trading action. It appeared the BOOM was starting to gain some momentum. The volume was picking up and the price was moving up...then it returned to the same old low volume ...price decline mode. I haven't seen any news. Perhaps someone is shorting this stock...which would be risky considering the small float.

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To: Sam2482 who wrote (202)2/25/1998 7:43:00 PM
From: Scott Ozer
   of 234
 
Spoke with the company today. I doubt anyone would short this co. about 50% is owned by institutions and insiders. I think they are looking for ways to expand into other aircraft parts besides the 777, which will be good for BA business. They are working on coverage, and with 25% of the shares being owned by the institutions, it would be in their best interest. I have been buying more on this dip.

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To: Scott Ozer who wrote (203)3/17/1998 5:51:00 PM
From: Sam2482
   of 234
 
Scott,
Have you heard anything lately on BOOM. Volume is really dry.

Vicki

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