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Technology Stocks : Comverse Technology
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To: JakeStraw who wrote (821)8/19/1999 4:31:00 PM
From: NotNeiderhoffer   of 1331
 
JS,

He has not been a fan of net stocks so he has not kept up with the likes of Callinan and Van Wagoner. Looks like he has a fairly tame portfolio compared to the past when he caught big ramps in semiconductor cap equipment and other rocket ships.

Looks like UMG, EFII and CHKP are among his faves, last we knew.

seligman.com

NotusedtomarketingformycompetitorsNeiderhoffer
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