The Roaring Twenty 1998 Message Board

STOCKTALK

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Technology Stocks : The Roaring Twenty 1998

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To: White Shoes who wrote (212)	12/26/1998 3:25:00 AM
From: Dale Baker	Read Replies (2) of 338

WS, I am starting my research today. A few preliminary thoughts: I suggest you keep GNET, INSO, OTEXF and XMIT from last year's portfolio. They still look like winners for 1999. I'm not so crazy about XCIT - I will nominate CMGI instead - but it was also up substantially. I will divide my search by sectors within the tech stock realm. So far my list includes: Internet - E-tailers, portals, software companies Chips and Chip Equipment Makers PC's Peripherals Software - subsections like games, utilities, ERP, etc.? Telecommunications - bandwidth providers, infrastructure builders, equipment makers Networking - overlaps somewhat with telcoms above Satellite/Cable TV Companies Please add more as you think of them. I strive to have sector diversity in my own portfolio, and I think we should have it here too. With any luck I will have my picks this weekend. Happy Holidays everyone.

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