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


To: Milkman who wrote (23)2/12/1998 7:12:00 PM
From: White Shoes  Respond to of 338
 
Hi all, update from Mpact Immedia, now leading the pack in this portfolio, up 39% since Jan. 27...

MPACT Immedia Corporation -

British banks supplied with hihg volume cheque clearing system

MPACT Immedia Corporation
Wednesday Feb 11 1998

Bankers Automated Clearing Services in Britain has chosen MPACT
Immedia and Logica, to supply an electronic commerce messaging
solution to the world's largest and most successful financial clearing
house.

(c) Copyright 1997 Canjex Publishing Ltd. canada-stockwatch.com



To: Milkman who wrote (23)2/12/1998 7:15:00 PM
From: White Shoes  Read Replies (1) | Respond to of 338
 
Milkman, the company looks good. Too bad we couldn't include them all. It was on the borderline...I shied away due to valuation concerns...it's hard to understand them all.

Portfolio still managing to stay ahead of the market indices...ahead 13.23% since inception. Now let's work on a few of those laggards.

I will probably add a link to the exact same portfolio if purchased at the beginning of 1998, for easier comparisons with year-to-date performances of major indices.

Our stars as of today, in order of percentage price increase:

1. Mpact Immedia TSE:IFM
2. Netscape NSCP
3. go2net GNET
4. MRV Communications MRVC
5. Award Software AWRD
6. Excite XCIT
7. Specialty Teleconstructors SCTR

All up more than 20%.

Dogs (only stocks in red) are--worst listed first:

1. Softquad SWEBF
2. Applied Cellular ACTC
3. Hummingbird HUMCF
4. Wireless Telecom WTT

Only SWEBF is down significantly.