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Technology Stocks : Sterling Commerce (SE)
SE 155.13+3.4%Nov 10 3:59 PM EST

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To: Mao II who wrote (200)2/27/1999 7:24:00 AM
From: Dale Baker  Read Replies (1) of 341
 
I really think this is just the herd getting spooked by all the volatility lately. I just posted a Portfolio Update on my 50% thread; noticed that my software holdings are up, so I asked myself why. Simple - all those companies are dripping with earnings which their share prices don't reflect right now.

Still long on SE, FNDTF, EPAY and WIZTF. Serious value plays in hot sectors.
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