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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: Neil S who wrote (501)4/18/1998 3:40:00 PM
From: Douglas Nordgren  Read Replies (1) of 4808
 
Hi Fibre Portfolio 4/17 - "April is the cruelest month..."

Forgot whether it was Wallace Stevens or William Carlos Williams who
penned that line, but poetic justice was served up for lightly
regarded Interphase this last week when it posted 630% earnings gain,
biz.yahoo.com
and more highly regarded BoxHill warned of an earnings stall.
biz.yahoo.com .

We'll see how the rest of the earnings season plays out, and consider
a portfolio adjustment going into the second half of '98, when FC is
conjectured to boom. ( fcloop.org )

YTD Comparative Chart looks like the snail tracks in my garden:
exchange2000.com

Symb Shrs/Pr 10/31/97 Pur Val Pr 04/03 Pr 04/17 2wk Chng 2wk % Cur Val Net $ Net %

ANCR 1100 $6.0000 $6,600.00 $6.7500 $6.5000 -$0.2500 -3.70% $7,150.00 $550.00 8.33%
BXH 120 $14.1250 $1,695.00 $13.4375 $10.0000 -$3.4375 -25.58% $1,200.00 -$495.00 -29.20%
CPCI 330 $12.8750 $4,248.75 $13.8750 $13.0625 -$0.8125 -5.86% $4,310.63 $61.88 1.46%
EMLX 550 $17.3750 $9,556.25 $9.3750 $8.1875 -$1.1875 -12.67% $4,503.13 -$5,053.13 -52.88%
INPH 200 $7.3750 $1,475.00 $6.7500 $8.5000 $1.7500 25.93% $1,700.00 $225.00 15.25%

TOTAL 2300 $23,575.00 $20,091.88 $18,863.75 -$1,228.13 -6.11% $18,863.75 -$4,711.25 -19.98%

Cheers
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