Sunday November 17 6:31 PM EST
Tech fund managers pick Parametric,others-Barron's
NEW YORK, Nov 17 (Reuter) - Parametric Technology Corp , Electronics for Imaging Inc and
Cambridge Technology Partners are among John Force's technology stock picks, Barron's
reported Sunday in an interview with Force and two other tech fund managers.
Parametric is the largest holding in Force's fund, PBHG Technology & Communications, which
has returned better than 50 percent this year, Barron's said.
Parametric, a company in the 3-D mechanical computer-aided design market, could earn $2.15 in
the September 1998 fiscal year, Force told Barron's.
Barron's said Force's picks also include Lecroy Corp and Tecnomatix Technologies Ltd , an
Israeli company that Force said could earn $0.80 this year and $1.05 in 1997.
Force believes Electronics for Imaging could earn $2.20 in 1996, $3.10 in 1997 and $3.75 in
1998, and Cambridge Technology could earn $0.60 in 1997, Barron's said.
Force did not recommend Micron Technology Inc , Optical Data Systems Inc (United States) ,
Madge Networks NV , Bay Networks Inc and Worldcom Inc , Barron's said.
The financial weekly said Charles Morris of T. Rowe Price Science and Technology has his single
largest position in BMC Software Inc , which he believes could earn $3 in 1996 and possibly $4 in
1997.
Morris also has big holdings in First Data Corp , Electronic Data Systems Inc and Platinum
Technology Inc , a company he believes should be worth twice its current price to an acquirer,
Barron's said.
Other Morris picks reported by Barron's were Sterling Software Inc , AMERICA ONLINE ,
Microsoft Corp and Network General Corp .
Morris did not recommend Sybase Inc , Novell Inc , Cyrix Corp or Advanced Micro Devices Inc
, Barron's said.
Paul Wick, who manages Seligman Communications and Information, likes Cidco Inc , a caller-ID
company that he believes will earn $1.50 to $1.55 this year and $1.80 in 1997, Barron's said.
Barron's said Wick's picks include U S Robotics Inc , Atmel Corp , 3DO Co , Intel Corp ,
Compaq Computer Corp , Komag Inc , EMC Corp and Lexmark International Inc , which he
called a $25 stock.
Wicks did not recommend Mattson Technology Inc , HBO & Co , Barron's said. |
