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Technology Stocks : Command Systems, Inc. (CMND)
CMND 0.150-3.2%Nov 28 12:59 PM EST

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To: P. Ramamoorthy who wrote (477)5/2/1998 4:05:00 AM
From: Risky Business  Read Replies (1) of 1956
 
Ram, it just doesn't make any sense to me to sell at this level. I'll wait a friggin year if I have to, right now its just a paper loss. The market cap compared to its peers is absurdly low. The IT industry is expected to to boom for at least the next couple of years, Revenues are up, margins are up, net earnings are up, and some analysts have egg on their faces. This may actually turn out to be a great opportunity to pick up more, lets see how the story unfolds from here. Strangely enough I sold 1/3 of my shares at 16 to spread my holdings more evenly over COGIF, TAVA, CMND, and UCMP. Now I can double my holdings with that third. Weird game we play isn't it?

Lastly I think this whole sector is TEMPORARILY out of favor, I think they will be back in favor as evidenced by the the many cycles we have witnessed in this area in the past.

Hanging in there,

Risky
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