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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: paul e thomas who wrote (13316)11/20/1998 9:58:00 PM
From: paul e thomas  Read Replies (2) of 13949
 
Out of curiousity I compared my own performance with these 4 stellar companies. Over the last 2 years I have invested in IMRS,KEA,CBSI,CHRZ,TAVA,VIAS,DDIM,ACLY,ALYD,SEEC,MIFGY,TAVA,CBR,TSK.COGIF,Forecross,TPII, and ZITL.BY far my largest investments have been in IMRS.I have been an active trader with an average holding time of less than 2 months. I have been fully margined most of the time and have done poorly with options over the last 6 months. Over the last 23 months I have had a total gain of about 65% based on the total value of my investment on 12/31/96. I realized about double that return based on my own cash invested. It has been a very rocky road for me and I am trying to reduce my risk taking propensity. I had originally planned to be totally out of investing in Y2K stocks by the end of the first quarter 1998. In retrospect I wish I had adhered to that plan.
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