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Technology Stocks : Worst stocks for '96
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To: Magnifique who wrote (277)2/5/1996 6:30:00 PM
From: Judy   of 312
 
I've read your views in various SI discussion groups and tend to agree in substance and philosophy.

I own both BNET and CSCO, and plan to go long on both. Have tracked STRM before ATM became very well known, but missed opportunities (I'm not very brave during price plunges) to buy STRM in the low/mid 50's, as recently as in middle January. Please give me your insights on why you replied to Mephisto that selling BNET now and buying STRM is the better move. BNET has been in a trading range (~35-42) while STRM already has had a nice run up. Is market growth about the same for both of them, although one is in ATM while the other offers a range of networking products? Also, I expect CSCO to do very well this year, and hence BNET should move up in sympathy. And what would be a good price for STRM??

Thanks for your thoughts, and any flaws you find in mine. Regards.
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