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 (229)	1/1/1999 1:38:00 PM
From: Dale Baker	of 338

I like MXTR over the next year, which should suit the portfolio's purposes. OTOH, I am not married to the idea; if I had to switch I would substitute FNDTF, a company I am very excited about now (also software instead of hardware). I use PEG a lot. The key, I have learned the hard way, is to try and guess the quality and reliability of projected earnings. Lots of oil stocks had - and still have - high estimates which they will never meet. I had more faith in MXTR's estimates thanks to the backlog of work mentioned in Jenna's post and the general improvement in the DD sector. If I get into MXTR myself again it will be for a ride from say 15 to the low 20's. FNDTF I would like to hold if it pans out, maybe selling half along the way somewhere. I will think about a name myself this weekend. Hard to top Roaring Twenty, especially if it was up 88% for the year. Put that in the new thread header and it will hit the Hot List pretty fast. As for buy and hold, that's up to you. My hand are full enough trading my own portfolio with 20 stocks I know pretty well at a given time. Or perhaps we could arrange for the person who nominated a stock to give buy and sell signals. More on MFNX later.

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