Verifone (VFI) Message Board

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Technology Stocks : Verifone (VFI)

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To: Renee Scherb who wrote (347)	4/27/1997 11:16:00 PM
From: Valueman	of 369

Renee: I don't know a thing about Micron--most of my holdings are outside the technology sector. I do like a couple of really beaten down techs, BVSI and Methode Electronics, but they have solid fundamentals backing them and are in good businesses. METHA is absolutely a better managed company and a more sure bet. Otherwise, a small stake in the Swedish firm Scala would be all my tech. The rest is insurance, banking, restaurants, REITS, and pharmaceuticals. I don't know enough about tech to really dig in, and things change so quickly, I am afraid of a company's products being made obsolete overnight. VFI was my one sure-thing in tech, and now it is not an option---but I will keep looking!!!

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