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Strategies & Market Trends : The Art of Investing

PICK 51.54

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Dec 24 4:00 PM EST

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To: Sun Tzu who wrote (320)	11/24/1998 6:55:00 PM
From: Frank Sheridan	Read Replies (1) of 10713

Sun - you said "If you want, I will help you out in your stock picking quest by discussing what things I think you should look for and how draw your attention to points that you may not be looking at." OK - in regards to your list - what I am looking for is companies that can steadily grow better than the S&P 500 with a minimum of risk and a minimum of dramatic price swings. Also, I like tech stocks because I can understand them better then I can understand most other markets. SO, looking over your list, some things caught my eye. AKLM - the game software company? Wow - that strikes me as a risky play - good products though. And COMS - 3COM - what do you think they have to offer that CSCO doesn't (in terms of growth prospects)? NOVL - that one I agree with, nice pick. ORCL - hmmm, if they really focus on their core business again that could be a good pick. But Ellison seems to have a way of getting preoccupied with other things...Your other picks I don't know too much about. I'm going to have to look at them closely. Nice job putting this list together. Thanks for the info.

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