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Technology Stocks : High Growth Techstocks for 1998 -- Ignore unavailable to you. Want to Upgrade?

To: White Shoes who wrote (143)	12/29/1997 2:18:00 AM
From: White Shoes	Read Replies (2) \| Respond to of 598

Greetings again, all...I started to go through the thread to find winners and chuck the losers...well in 2.5 hrs. I made it to post #22...even though I thought I knew some of these stocks already. Needless to say, the more useful information posted on a company the better...and the fewer junky longshots suggested the better. Hmm, I am beginning to get why some people consider this a "full time job". We might have to extend the deadline by a week. Please don't post any ideas here unless they're really good. (Just kidding. I am tired.) Still uncertain whether to break the baskets up into categories like growth or value etc. I think not. Segregating the 'values' or the 'turnarounds' in the present context would be sort of like apologizing in advance. On the other hand a couple of the stocks in the basket may NOT end up being "great companies". But they will be very attractively valued. Just for your info the way I'm going through the list is to list the stock, the price, the market cap, and then various NOTES under the following headings: GROWTH? (notes related to reasons for growth, numbers on revenue &/or EPS growth rates...thoughts on length of time growth likely to continue) VALUE? (financial info, and value relative to risk) TRUST? (type of company, company size & financial disclosure, reliability of previous forecasts, "gut feel") Other notes. I do feel we need to be good with numbers but can these animals (companies) be fully understood just by using a mechanical formulae requiring certain numbers? I don't think so, we always have to look at the reliability of the numbers and the fairness of the valuation...case by case. What a lot of work!