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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: Roger Hess who wrote (4567)6/22/2000 11:06:00 AM
From: Jack Hartmann  Respond to of 5853
 
Roger, I'll post the picks the day before the newsletter comes out like last time.
Jack



To: Roger Hess who wrote (4567)8/23/2000 4:48:45 AM
From: Jack Hartmann  Read Replies (2) | Respond to of 5853
 
So....who are your top five or ten picks to be added?

Usual suspects and best three choices
EXDS, NTAP, WFII

Long shots
AKAM, AAPL, JNPR, Calient, ALA, Q, COHR, SPLI, Toshiba, VRTS, MCDT

Potential Deletions
WCOM

Long shots to be deleted
CNXT, CUBE

Briefing.com is reporting WFII is running up on people speculating that it will be added.

13:24 ET Wireless Facilities (WFII) 63 3/16 +4 1/16 (+6.9%): Seeing rally in shares of independent provider of outsourced services for the wireless communications industry amid speculation company will be highlighted in the next Gilder report.

WFII has done this runup the last three times before a new issue comes out so the conspiracy theory of leaks is proven to be dead.

EXDS recent alliance with EMC and STOR make it a strong candidate also.

NTAP was so well written about in the "The End of Storage" issue that it overshadowed the STOR addition. Using a reference price of $85 for 7/31/00 doesn't hurt either.

I will not participate in the monthly hunt. It much more fun to watch. Picking and missing can be hazardous to the portfolio.

Jack