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Technology Stocks : UNICOMP (UCMP)

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To: Douglas V. Fant who wrote (1563)12/17/1999 12:17:00 PM
From: Bruce A. Brotnov  Read Replies (1) of 1608
 
Doug, yes Aremissoft (AREM) has been one of my best ones this year. Bought at 7 and trimmed 1/3 at 17 +, another 1/3 at 28 and holding the final third. It is easy to look back and say, gee, I should have held, but I don't like to get over weighted or greedy in my portfolio and am happy with the strategy.

The news today of the big Bulgarian contract for $37 mill hasn't hurt the stock either. I might buy again if it pulled back but it could be a bit risky adding now in front of the Y2K uncertainties.

Likewise, I am a little hesitant to buy UCMP for the same reason right now as I just as soon add a little cash over the next couple of weeks and let UCMP base a little more.

Bruce
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