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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: The BayWatcher who wrote (20644)	9/19/1998 4:09:00 AM
From: craig crawford	Read Replies (1) of 45548

>>> Monday's IBD quotes (mm) Mr. Pat Adams, manager of "highflying" mutual fund Berger Select, as being optimistic about the market's outlook. He thinks the Asian problem will slowly but surely go away. Five stocks he mentioned he is purchasing are: 1. Cadence Design (14% of portfolio) 2. Healthsouth 3. Household International 4. 3-Com 5. Abercrombie & Fitch <<< <~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~> This guy is DEATH! His favorite pick 6 months ago? Parametric Technology! Down 60-70% now. This guy was buying Sunbeam a while back too. Hope he got out of that. Other top holdings of his back in the middle of March? FPAM - bankrupt now CHS - junk down 40% LIZ - down 50% USF - down 50% HWP - hope he sold on the run-up to 82 or he is losing on this one too SUNW, MO, and IBM were ok picks. Still this guy has some real dogs!

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