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Technology Stocks : Boca research - Reawakening?
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To: Marc Newman who wrote (505)2/11/1998 8:18:00 PM
From: shane forbes   of 640
 
One of the best times to invest is to take advantage of product transition weakness. Still there are a lot of competitors in the analog modem business and those margins are razor thin. In this kind of situation best bet is to go with the leaders. That would be my take. Still though if and I think it will the modem business takes off all boats should rise. I do not know enough about Global Village (OK I know nothing about GV!). Have the analysts raised their EPS expectations. That would be a good sign for all the companies involved here. Maybe after this Q.
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