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Technology Stocks : Intersolv News
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To: 45bday who wrote (750)3/23/1998 7:09:00 PM
From: Bosco   of 1069
 
Dear solution - I don't follow at Y2K stocks per se, although I definitely think that sometimes you can find diamonds in the rough.

ISLI seems to be a good co, but again, the recent recovery is a minor hype of its Y2K potential on NBR, so everyone should use one's judgement. Also, I m not a momentum player [too slow on my feet <g>!] My tech heavy portfolio bottomfishing portfolio has given me enough grief <sg>

Lately, I actually start unloading my tech stocks [still a good 70% <gulp>] for retail stks: hooked HDS and PAUH. The trouble is I am more familiar with techs [but favored small/2nd tier.] Right now, software issues like ISLI probably have a better chance since Billy has decided to make a kinder and gentler MSFT.

rgds Bosco
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