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Technology Stocks : Wind River going up, up, up!

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To: Ramsey Su who wrote (3073)4/20/1998 1:47:00 PM
From: Allen Benn   of 10309
 
>You will find two lack luster performers [WIND and QCOM] with equal
>volatility during the past 12 months.

Agreed, if you measure performance by stock price. Otherwise, both companies have turned in stellar performances, making me proud to own them both. I have no intention of getting off the QCOM roller-coaster and missing all the fun (and profit).

I still believe that QCOM will be inherently the most volatile, although WIND's stock price will never be considered docile.

>Would appreciate your recent outlook [QCOM].

I'm going to skip this for now. I owe an important post on WIND.

By the way, what do you think now about the Asian crisis? Was I right when I said all crises get "fixed", even if we don't fix them? Since many (all?) Asian problems still exist, are you now comfortable becoming fully invested? If you aren't comfortable now, when will you be?

Allen
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