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Technology Stocks : Wandel and Goltermann
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To: Robert Scott who wrote (53)8/21/1997 9:02:00 PM
From: PaulM   of 75
 
Robert, so what else do you like. Another nice bottom fish IMO is INSO. Good insider indications, lots of cash, trading pretty close to book, large upside, at a technical bottom. Much like WGTI in that insiders own a ton of the stock, but just keep accumulating.

I think a portfolio made of these types of picks will do nicely in the long run. We're taking advantage of wall streets obsessive focus on short term earnings, which IMO is not a great way to value the very cyclical tech stocks.
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