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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (579)3/22/2000 7:37:00 PM
From: Original Mad Dog  Read Replies (1) of 2850
 
John,

CLRS has grown (somewhat unintentionally) into my largest holding. I am tempted to diversify away from it but the prospect of 150 (or 250!) this year has been keeping me around through the periodic selloffs. What does concern me, though, is that they have not really proven they can execute on the strategy, good as the strategy may be. And the current environment reminds us that missing earnings or restating revenues or whatever can be punished harshly.

Do you have an opinion on whether CLRS might be susceptible to these ills, or is your 150 prediction/feeling based on the charts?

TIA,

MAD DOG
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