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Technology Stocks : QUANTUM
QNTM 10.55+18.3%3:58 PM EST

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To: Sam who wrote (7107)1/19/1998 11:44:00 PM
From: Jeff Egg  Read Replies (1) of 9124
 
Your comments on the unbalanced portfolio relate to me since I can't help but buy fundamental value. There are too many company's in this sector that have very solid fundamentals, and tremendous track records, that have just been pounded! I was just about to marvel at my gains (that term is catching) until October brought me to earth, I was down 25% off the highs in my portfolio due to the extreme erosion in some very decent company's.

The bright side is I have been able to assemble suprisingly large share counts in ORCL, MICA, QNTM, SUNW and feel if these multi-billion in sales organizations come anywhere near recent highs......it could be very interesting. Just can't get over the "over- zealousness" of the selling pressure. I for one think it is overdone and I will continue to accumulate shares. Best of Luck in the future.
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