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

To: Dale Baker who wrote (170)	11/12/1999 10:39:00 AM
From: White Shoes	Respond to of 203

A friend of mine thinks Charter Communications is going to the moon. FWIW. (CHTR). Certainly wouldn't be a terrible idea. I also notice Cognos (COGN) has a major breakout. If you like charts you will like this co. - one of the top 3 or 4 business intelligence software companies. Not outrageously priced at 28 times earnings. Of course Cognos could be like Open Text - gone about as far as it can go. Who knows. There's the extent of my ideas. I notice that INSO has largely recovered from its awful quarters & lawsuits (again have a look at the chart). The company dumped one of its divisions, which the market likes.

To: Dale Baker who wrote (170)	11/12/1999 11:43:00 AM
From: White Shoes	Read Replies (2) \| Respond to of 203

Two more high-risk/high reward fun type stocks are two which end in "ix". Both look "hot" with high multiples and strong balance sheets... both have had a lot of detractors but one or both could be poised for rapid growth. Applix - Unix / Linux / decision support ... APLX Citrix - Application Server Products ... Windows related .... CTXS Can't really understand why Citrix is powering ahead with all the negative market sentiment re: Windows, but it must be something to do with strong earnings & strong margins. An interesting OTC:BB play is a company that will be familiar to many SI'ers - FreeRealTime.com - don't do anything special but strong brand and intelligent partnerships. FRTIE - I have no doubt they'll be on the Nasdaq NM one of these days... There's a few ideas!