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Technology Stocks : Silicon Graphics, Inc. (SGI)
SGI 91.07+1.6%3:26 PM EST

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To: dd who wrote (4501)3/12/1998 9:34:00 AM
From: Larry Brew  Read Replies (1) of 14451
 
dd, << still checking the thread >>

As of late, I been having fun over on ORCL and ALYD. Spent some
time on CUBE, decided they had the face that SGI had last year, so
unloaded on low damage. I believe when SGI CEO says 2 qtrs out, he's
probably right on. I'm down to 20% of my Jan. position. Put the money
to work on stocks with shorter upside potential and in cash.
In the end I still believe HWP will suck up SGI. Two on board
already. I've loaded up on cash. Will probably add more over
the next week. Once the money stops flowing in , and more earning
disappointments occur, buying opportunities abound. Getting hard to
stay away from oil. Mathon's not going to give it away forever!
Larry
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