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Technology Stocks : Hummingbird Comm. (HUMC)
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To: Michael Watkins who wrote (1844)6/29/1999 7:54:00 PM
From: Sultan  Read Replies (1) of 2018
 
Saw the news. I had noticed HUM's strength this morning on TSE and was tempted to buy but did not. I think DOCS write-downs may now already be priced in.

As for Tobin, although I am not familiar with him, I do know BCE Emergis have done very well last year and a half because I watched the damn thing move from a single digit to about 40 now. Not sure if he gets all the credit or not but might be worth checking him out.

Also HUM also hired some one from Cognos last little while so with their low valuations any change in sentiment or growth is going to help the share price nicely. I also saw Fred on some interview on CTV few weeks ago and although he comes across like a owner of Deli, there is no question he intends to cut fat out of DOCS so all in all time to look at this. I'd still feel better if Ruby gets the boot, just for psychological reasons.
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