The Roaring Twenty 1998 Message Board

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Technology Stocks : The Roaring Twenty 1998

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To: White Shoes who wrote (63)	4/27/1998 12:08:00 PM
From: White Shoes	Read Replies (2) of 338

Bought 200 INSO at 17 1/8- will update portfolio soon. Several holdings are sell candidates and I won't wait too long. Feel lucky to have gotten out of XCIT and GNET, we'll be able to buy back much much cheaper. Also looking to add some new blood. Might revisit some old friends that have been discussed in the past. UPDATE: YURIE SYSTEMS bought by Lucent for $35 cash!!! We will sell this one in a day or two so we can put the cash to work without waiting for the deal to be finalized. Currently trading at around $34 5/8 ...that's up 60% from where we got it. Congratulations for Ben Yeung and the others who explained the importance of this fine company.

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