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Technology Stocks : Enterprise Information Portals (EIP)
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To: bob zagorin who wrote (25)1/12/2001 4:31:33 PM
From: Craig Lacy  Read Replies (1) of 183
 
Hi Bob,

I haven't been fishing since before the holidays. Hope to get over to the John Day before mid- February and fish the canyon (we need some water). Did pretty good earlier for steelhead. Nice run this year.

I got turned on to OMKT last week by a friend in the industry (not at OMKT). He said they have a kick a** product (see Forrester's report). TA looks good as they appeared to have bottomed and the reversal is underway. I like the sector and hold DCTM and IWOV as well. . I also like CMRC at these prices, in today at 20 3/4. I sold some DCTM today @54 1/4 but still have my core. Will probably sell some IWOV if they advance strong prior to earnings.

Life is but a stream,

Craig
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