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Technology Stocks : The Roaring Twenty 1998 -- Ignore unavailable to you. Want to Upgrade?


To: White Shoes who wrote (19)2/4/1998 11:19:00 PM
From: SpecialK  Read Replies (1) | Respond to of 338
 
I was lucky enough to buy MRVC yesterday at 24.625 and patient enough to sit tight this morning when it was unsure whether the market would react positively to Cisco's earnings.
My feelings on INSO are that it is similar to TLC about 6 months ago when TLC rebounded from 6-7 to 19 HI then retraced lower. INSO has gone from 10 to about 14 but will see 20+ then back down.

Good job on the picks that are working and thanks for all the hard work.
Ketan



To: White Shoes who wrote (19)2/9/1998 12:37:00 AM
From: Milkman  Read Replies (2) | Respond to of 338
 
WS,

>>As well as commenting on this portfolio please people should feel free to contribute interesting new stock ideas to this or the previous thread. The high growth or growth-with-value criteria continue to apply...and as usual we are here to learn, not to be told some hot stock is going to the moon.>>

I still wish I could have convinced you to Put TKLC into the Roaring Twenty 1998. At close on Friday it is up 34.17% since 1/28. Earnings out 2/5 were .31 compared to consensus estimates of .23. The same day TKLC announced They were deploying Their product in Rogers Cantel, the largest wireless carrier in Canada. Volpe Brown on Friday upgraded to Strong Buy from Buy.

I don't just want to tell you that this stock is going to the moon, ( Although I do take great pleasure in doing so) The lesson I am learning is to get to know your investments and the industry they are in as much as you can. Put that on top of some sound financial investigation and everyone will be able to beat the odds in picking their own growth stocks for 1998.

Regards,

Milkman

Message 3017074