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Technology Stocks : AVX and KEMET, two major capacitor co's

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To: grogger who wrote (8)4/9/1996 7:14:00 PM
From: Philip H. Lee   of 60
 
Rob, KMET's looking good. Hopefully, the btb report won't kill chip stocks tomorrow. Personally, I would avoid ORCL. Informix's announcement of lower-than-expected earnings signals the end of the client-server accelerating growth rate. I sold & took profits in all my client-server related stocks today - PeopleSoft and Baan NV. However, I kept my little stake in IFMX since it's too late to sell now. May DELL be good to you. I bought my computer from Dell since their systems are great.

Keep a sharp eye on the Year2000 software/consulting stocks. There's a forum in the software section. These stocks will continue to do very well this year. Most people don't think much of the year2000 problem, but it's a $6-7 billion problem in the US alone.

Also look out for the ADSL stocks (Amati, Westell, Pairgain). I posted my tgts for these stock in the WSTL forum.

Best wishes for you and your investments, Philip
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