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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (11219)	1/1/1998 5:28:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

>I wonder how many people on SI have the "guts" to admit to their errors. All too few. I for one have no qualms about admitting a mistake. My "value" or contrarian style has the tendency to produce one or two homeruns a year. That can make up for a lot of smaller mistakes, thankfully. >>However, I will get that confidence back and the equity too. That's the spirit!

To: Glenn D. Rudolph who wrote (11219)	1/1/1998 5:50:00 PM
From: David Lawrence	Read Replies (2) \| Respond to of 22053

For the record, my positions (excluding cash) entering 1998...... Pct of Pct of Pct of Pct of Security Holdings Cost Gains Return Intended hold Johnson & Johnson* 10.9% 9.4% 15.0% 58.7% Long (was Cordis) 3Com Corporation* 9.1% 4.3% 22.1% 191.3% Long (was USRX) SCI Systems* 8.9% 3.7% 23.1% 231.8% Long Safeguard Scientif 7.0% 1.5% 22.0% 556.3% Long LCI International* 5.9% 3.2% 13.3% 154.5% Long (was USLD) Computer Associate 4.2% 4.3% 3.9% 33.3% Long Citrix Systems 4.0% 0.9% 12.5% 522.3% Medium Fidelity Emerging 3.6% 7.5% -7.1% -35.0% Long Novellus Systems* 3.4% 4.5% 0.5% 4.5% Long KLA-Tencor 3.1% 3.8% 1.1% 10.2% Long Vitesse Semi 3.0% 4.7% -1.7% -13.3% Long Ensco Int'l 2.8% 3.7% 0.4% 4.3% Long Parker Drilling Co 2.6% 3.0% 1.4% 17.9% Long Gulf Oil Resources 2.6% 3.7% -0.5% -5.4% Medium Kemet Corp 2.6% 3.5% -0.1% -0.8% Medium US Filter 2.5% 3.4% 0.1% 1.0% Long CompuServe 2.1% 2.9% 0.1% 1.0% Medium (2b WCOM) PairGain Technolog 2.1% 2.8% -0.1% -0.8% Medium Aware* 2.0% 3.4% -1.8% -20.0% Not sure Cirrus Logic: 2.0% 3.2% -1.4% -16.0% Medium Adaptec 2.0% 3.3% -1.6% -17.6% Medium Tektronix 1.9% 2.0% 1.7% 32.4% Long Data General 1.8% 1.1% 3.7% 120.9% Long Healthcare Compare 1.6% 0.9% 3.7% 159.9% Long Landry's Seafood 1.5% 1.7% 0.7% 15.6% Medium Integrated Health 1.3% 0.6% 3.3% 197.0% Long (was Rotech) Mylan* 1.3% 1.2% 1.7% 55.4% Long Applied Magnetics 1.2% 4.5% -7.7% -63.9% Sucker Wilmar Industries 0.9% 1.1% 0.3% 10.3% Trader Integrated Systems 0.8% 1.9% -2.2% -41.2% Long U.S. Data Corp* 0.6% 2.1% -3.6% -64.0% Medium OAO Technology 0.4% 0.3% 0.5% 63.5% Medium 3Com Jan 45 Call 0.4% 1.5% -2.7% -67.1% Long Citrix Jan 80 Call 0.1% 0.1% 0.2% 64.7% Trader US Robotics JAN 70 0.0% 0.4% -0.9% -94.7% Medium * Multiple entry positions Howz that for a mutual fund?