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Pastimes : John Dessauer's Investors World

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To: polarisnh who wrote (2192)10/23/1999 1:50:00 PM
From: Robert New  Read Replies (1) of 2346
 
Steven...I would tend to agree with you regarding Dessauers outlook on technology. I do believe that telecom, fiber optics, broadband and the internet are the places to be currently and in the days moving forward. I use Investors World as only one piece of the puzzle and do my own DD on other companies that I feel will be in the path of strong future growth. Currently my only two Dessauer holdings are ERICY and CCR but also hold JDSU, EMC, QWST, GBLX, and a minor position in AOL. In addition I do have a couple of other minor holdings. One thing is for sure...I'd definitely stay away from any of the plays under $10 as we've seen many of those implode such as SME, SEW, CPPKY and others. One more thing regarding LU's upcoming quarterly report I notice there is alot of skepticism amongst shareholders and any selloff after earnings might be construed as a buying opportunity...

By the way did anyone see John Dessauer on Wall Street Week last night...?

Good investing to all...
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