1999 Roaring Twenty Portfolio Message Board

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Technology Stocks : 1999 Roaring Twenty Portfolio

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To: Dale Baker who wrote (144)	6/20/1999 11:28:00 AM
From: White Shoes	Read Replies (2) of 203

Dale, yes, I'm attached to APCC. If you look at the chart, particularly the heavy volume at the bottom, you might agree that it's favorable. APCC is, of course, a hardware company, but it has a great brand name and because it is going to protect computer equipment from power failures and surges, I see it as a good thing to have in a portfolio, with plenty of growth left. Much like the people who make virus software, APCC qualifies as a 'paranoia stock'. Nothing like paranoia to fatten margins. PS I have a Back-UPS Pro 420 at home, and I sleep well during thunderstorms. Speaking of paranoia, the day you unload CMIV is the day it announces a big deal and starts to take off... maybe some more DD on CMIV is in order.

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