Network Connection , Inc. (TNCX) Message Board

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Technology Stocks : Network Connection , Inc. (TNCX)

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To: Ginko who wrote ()	12/30/1997 11:10:00 AM
From: Douglas Rushkoff	Read Replies (1) of 330

Just visited the TNCX site and, call me a negative poster if you must -- I don't have a good vibe. Something about it seems a little too "cottage," if you get my drift. It's great to see the airview server sitting in a little closet on a French plane, and it's great to see that Philips Academy uses Cheetah in their Russian Language lab, but I'm having trouble seeing the kind of earnings that would suggest a huge or imminent rise in the stock. As someone who bought in on the original airview speculation -- when the stock was in the 12's regularly -- I feel a bit silly for not having jumped out then with a 10-20% gain. Now, I've just been chasing losses (averaging down) to current levels. Meanwhile, like other dumb small investors, a greater portion of my portfolio is pouring into a stock that's not moving. When I calculate the tax savings vs. the upside, I can't help but want to sell. I'd rather make back 50% of my loss now and reinvest it -- perhaps elsewhere -- than take the loss next year. I'm selling at least half my position -- my first and highest priced shares -- for at least for 30 days. If I miss the run-up, so be it.

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