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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Five2Mil who wrote (18569)11/13/1998 4:25:00 PM
From: Jenna  Read Replies (1) of 120523
 
BVSN:
Walter Price of The Dresdner RCM Global Technology Fund: in an interview the Internet Financial Connection with on October 29, 1998:

Do you have certain areas that you favor and have been buying? [ed. note every company below was an earnings play this quarter.]

A: There are 3 themes that we are looking at. One theme that we have been investing in is the Internet. We think the Internet is the driver for technology for the next 5 years. We got a chance to buy Yahoo! (YHOO 126 3/4)[ed. note add 50 points here], Amazon (AMZN 117) [give or take 20-30 points here ed. note] and BroadVision (BVSN 15 3/4) at a steep discount from their highs when they recently corrected. [ed. note still the same price ]

We also like and have owned Cisco (CSCO 62 7/8) and Ascend (ASND 47 3/8). That is one area that we like and will continue to like.

Q: What about a second area?

A: Some mid-cap companies that we like have been basically blasted without really disappointing investors. Some of the companies, Uniphase (UNPH 547/8), Veritas (VRTS 49 3/4) and Visio (VSIO 24 1/4) more or less had been cut in half from their highs. They continue to do well, so we have been averaging down our positions.
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