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To: TD who wrote (619)3/11/1998 7:14:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Wednesday Update: thinking about selling UBIX at a loss to pick up EQNX. The IBM announcement yesterday with EQNX should be the spark it needs to climb into the 20's.

SFNB fizzling so far but I will hold. SFNB is now an innovative software company with a growing list of partners and clients. Earnings will follow if their product keeps leading the field.

OMKT - Bloomberg says news is coming out but no full text so far. Either good news about royalty agreements, bad news about patent fights in court or both. We'll see.

Playing CMP for a short term rebound to 11. Otherwise my long-term health care pick remains IHS, now over 37 with my entry price at 33. Aiming for 50 this year based on projected earnings.

Wish I had put more in my options account. AMZN puts looking good, along with KO January 99 puts. Still getting my feet wet and keeping some powder dry, however.