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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?

To: Paul Corbett who wrote (8383)1/4/1998 9:13:00 PM
From: Kashish King  Read Replies (1) | Respond to of 10836
 
Bullish

#1 APLX (Lightening fast OLAP and Java based productivity)
#2 BORL (Enterprise-centric Java development tools and components)
#3 SUNW (Enterprise servers, Solaris, JavaOS and Java licenses)
#4 IBM (Thin-client hardware and software for the Java driven enterprise)
#5 ATHM (Cable network, buy AFTER the lockout period only)

Bearish

#1 MCAF (Cheezy, warmed-over DOS antivirus outfit, one in a gillion others)
#2 MSFT (Earned 3 billion on 12 billion in sales, 145 billion market cap, HELLO!)
#3 VSIO (Earned 12 million on 85 million in sales, 1 billion market cap, HELLO!)
#4 DIMD (Has-been board stuffer with little OEM presence, video is built-in now!)



To: Paul Corbett who wrote (8383)1/4/1998 9:13:00 PM
From: MyStoxGoUp  Read Replies (1) | Respond to of 10836
 
My Top 3 for '98

AMAT,PAIR,WSTL
of course this could change.
Phil



To: Paul Corbett who wrote (8383)1/5/1998 1:38:00 AM
From: Michael Coley  Respond to of 10836
 
RE: Top 3 stocks for 1998? **OFF TOPIC**

IOM, IOM, IOM.

- Michael Coley
- i1.net



To: Paul Corbett who wrote (8383)1/5/1998 9:47:00 AM
From: Bipin Prasad  Respond to of 10836
 
Paul,

*off topic*

Long:

BORL, of course!

1. Sold puts on ORCL(jan 20s, jan 22.5s), IOM(jan12.5s) to accumulate.
small position on ORCL(1000+. ORCL and IOM are my picks for first
qr of '98.
2. IFMX bought @4, 4 1/16 for short short term, 'll sell out @6+.
3. IFN for long term.
4. EMSI for no reason.
5. OMX till Jan 17 before jan report for retails.
6. ATML for volatility.

short:

1. DELL
2. cpq,
3. IBM, but 'll cover and sell puts.

Anybody, any thoughts on SVM ?

regards,

BPP



To: Paul Corbett who wrote (8383)1/5/1998 11:44:00 AM
From: Ghassan I. Ghandour  Read Replies (2) | Respond to of 10836
 
Paul - Off topic - CYBE, BORL, SIII, etc... Leo was right, after all, about selling above 10 and buying back sub 8. Ghassan.


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