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Technology Stocks : Firstwave Technologies, Inc. (FSTW)

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To: Timoteo who wrote (254)1/10/1998 4:35:00 PM
From: Timoteo  Read Replies (1) of 1205
 
In my previous post, when I referred to it not being worth it to invest in BROC I was referring to fund managers. Why gamble on a small stock when the S and P delivers 30%. A dartbard is the only research tool you need. I think that will change however. In response to a couple e-mails I am buying:

big name techs
ADPT 21-22:way oversold. In two years this stock will be 60
SFAM 24-26 ditto
AMAT will reenter @ 27 though Abby Cohen just pumped the stock on Wall St. Week so it'll bounce unless monday is a disaster.

small techs
ALRN: semi with great record and long term plans. Bought@ 14 1/2 now about 12. Will see 25 in 18 months
TEAM: 9: great business, had some bad news but fundamentals great. About $7 cash per share (did a secondary last spring @ 25).
16 by fall.
BROC
SOFT: 2 1/2 new business plan. 5 in 12 months.

Stodgy companies even I understand:
TWI: tire and wheel company keeps rolling. First mentioned it on Rogers thread @ 14 or so. Now 19 in the face of the downturn. 25
SPAR: 6 1/8 makes school bus, RV firetruck chassis. Buyin their own stock and other companies.
ROW:8 furniture maker. This stock went up Friday. Need I say more?:)
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