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Technology Stocks : Formula Systems : FORTY
FORTY 170.00+2.5%Jan 9 9:30 AM EST

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To: ERM who wrote (25)3/3/1998 1:17:00 PM
From: Josef Svejk  Read Replies (2) of 141
 
Humbly report, ERM, we seem to view FORTY in a very similar light: FORTY seems a one-stop-shop Israeli IT and y2k sector stock.

We both like that.

The inability to get a complete handle on all of the FORTY parts is where the choke is - for both of us - and maybe by extension, in the market as a whole.

A kind of Israeli IT mutual fund - with all the diversification advantages but also complexities of a fund - is the way I seems to me.

Svejk
(GL-15 applies: digiserve.com ;-)
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