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Technology Stocks : The Roaring Twenty 1998

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To: White Shoes who wrote (76)5/12/1998 1:02:00 PM
From: White Shoes   of 338
 
Speedfam, last I remember, had $11/shr in cash. It has now dipped to 23 15/16, and we need good stocks for our portfolio. Added 100 SFAM at $23 15/16.

NSCP has started a whole new era. Stock nicely off its recent highs and a good entry point is here. Added 100 NSCP at $26 1/16.

Would consider adding more NSCP, OTEXF, FCSE, and other good stocks we already own. Still have about $14,000 in cash, total holdings come to about $78,000.

We've got some dogs...but they might be worth holding.
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