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Technology Stocks : 1999 Roaring Twenty Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: White Shoes who wrote (145)6/20/1999 11:50:00 AM
From: Dale Baker  Read Replies (1) | Respond to of 203
 
OK, APCC stays but you have to convince me on CMIV.

I don't have my list of suggestions ready yet.



To: White Shoes who wrote (145)7/18/1999 10:17:00 AM
From: Dale Baker  Read Replies (1) | Respond to of 203
 
We have to eat our loss in IACO and replace it, now that IACO is being bought at 6.50.

My nominee is DIGL, a fiber optic test equipment maker with strong ties to LU. Now at 9 1/4 I think DIGL could double by the end of the year. I am long from just under 9.

Other ideas? I think we should set a deadline of 7/20 or 7/21 and then make the change.


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