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Technology Stocks : Wind River going up, up, up!

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To: mac who wrote (2905)4/6/1998 5:43:00 PM
From: Mark Brophy  Read Replies (1) of 10309
 
Your timing is incredible!

Congratulations on your purchase of additional Wind River
stock at the Dec. low of 32! At today's price of 36 1/2,
you have a 14% profit in just 4 months. Keep up the good
work! What do you recommend today?

Here is the stock price performance of the 3 embedded systems
sector stocks I recommended on Dec. 17 at
Message 2987718.

Company 12/17/97 Today Gain
Award Software (AWRD) 8 ¬ 13 1/4 61%
Electronics for Imaging (EFII) 16 23 44%
Xionics (XION) 9 7 3/8 -18%
------
Average 29%

As you can see, this small portfolio of embedded system stocks
has performed better than Wind River. It even beats your
flawless market timing!

I've sold these 3 positions, but I received only a 26% gain.
I'm not nearly as adept at market timing as you are, although
the gain is still satisfactory even after paying short term
capital gains taxes.

The best embedded sector values today are Adaptec (20) and
RadiSys (25). You're unlikely to go wrong with those 2 stocks.
However, tech stocks are probably going down in the next few
months, so the opportunities aren't as great as they were in
Dec.
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