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Technology Stocks : STOCK MARKET RANDOM MUSINGS NEWSLETTER LIST

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To: DAVID BANISTER who wrote (15)	11/14/1999 12:47:00 AM
From: Richard Tsang	Read Replies (1) of 41

David, I am new subscriber to your e-mail. Thanks for the spreadsheet. Out of the 10 stocks listed, I own 6 (MGIC WPNE, INVX, SCOC, MSGI and ORCL (ORCL via investment club). Bought AREM (from reading Dale's 50% gain thread) and sold for 20% gain. Never bot CMGI, but seriously looking at it now. Missed entry to LOOK. Never was a fan of ADBE. I played INVX since 96/97 and made some good money tho the current (long-term) holding is still down 15%. Strongly agree with you view on MGIC and WPNE. Am holding both for long term - at least one year. I bot some NETM Friday as a start. Some small software companies are merging to try to get a piece of the B2B, B2C business. Nice momentum going. Will see how it plays out. I also bot BOSC as a possible play in the VoIP space. Rich

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