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

To: Magnatizer who wrote (37)	2/28/1998 1:22:00 PM
From: White Shoes	Respond to of 338

David, TLDCF is behaving quite strangely, and the way that news comes out and the speed of the market's response is odd. I am sure I do not understand the Israeli business world or their business journalism. I would not be at all surprised to see TLDCF at $27 in a week. It's bizarre. I would certainly like some clarification about what is happening.

To: Magnatizer who wrote (37)	2/28/1998 1:35:00 PM
From: White Shoes	Read Replies (1) \| Respond to of 338

TO ALL: ONE MONTH RESULTS: After one month the portfolio is up 23.25% led by Specialty Teleconstructors which is up 108% on merger news. As usual the portfolio can be followed by clicking on quicken.excite.com There is plenty of news coming out on almost all of these issues, and several of them have showed remarkable strength as leaders in what is already (at least for now) an overheated market. Others have been disappointments. Recent pullbacks in Checkfree, Yurie, and MRVC have been disappointing, perhaps harbingers of greater doom and gloom for the markets. Or perhaps they have become strong buys! I understand SI will be offering integrated portfolios and charting starting March 1. This should be a handy feature. Wonder if it will provide ad revenue for SI. The NASDAQ is at a hysterical 1770.51. It was at 1578.90 one month ago...a one-month gain of 12.1%. Forget about your mutual funds for the rest of the year, they'll end the year down or flat! 9 of our twenty stocks did NOT beat the stock index. However, a number of the ones that did have increases of 30%, 40%, etc. Some of our dogs were supposed to do well--YURI, MRVC...what happened? Some of the plays are more long term and we'll see them do even better in the future. HUMCF's value is being realized now and it is starting to break out of its slump, up 10.3% on the month. Some of the other high flyers could continue to roar ahead to multiple-bagger gains on the year. Others will crash and burn. In the end we will come out way ahead of t-bills. Happy savvy growth & value investing, see you again in a month. :)

To: Magnatizer who wrote (37)	4/28/1998 3:19:00 PM
From: White Shoes	Respond to of 338

David & all, TLDCF is not the stock I thought it was when I bought it...yet still escaping with a good profit, what a market. While it still has $3 in cash, who knows whether it will resume its growth or whether it will be bought out. There is just too much uncertainty. If I had to choose between two stocks with broken quarters and broken charts, and decide which was the best long term play, I'd definitely choose INSO with its role in advanced internet technology and communications software over TLDCF which is not at the cutting edge. Sold all TLDCF at 15 5/8 (at the bid), as of now. I'll clean up the accounting in this portfolio on the weekend, might buy or sell one or two more times before that. Perhaps as the SI relationship with GNET unfolds we'll see a more sophisticated portfolio feature. I probably should have set all of this up in Excel to begin with anyway. By the way, I was mighty impressed with some of Stocksite's features. I know there are a lot of stock research sites out there, but I found some of Stocksite's features very friendly--in particular the Edgar filings.