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Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?

To: Kent Sarikaya who wrote (1848)	3/27/1998 3:00:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

I would be sick if I had to buy some of those stocks Kent, the valuations don't give you much play should things go wrong or the market goes south. Long term I know buying stocks with attractive growth prospects at valuations that are reasonable pays off. Just to make sure I was not misjudging how well this valuation based selection process works I asked Merrill to give me a computer printout how well I've done buying stocks like FSII - if things weren't going well I'd re-examine the investment philosophy - members.aol.com - I was sort of surprised how well things have gone, since the portfolio includes a good helping of FSII, UTEK, MASK, SFLX, and some others that have not begun their move - yet. When things turn here, and they will, we will do very well IMO. Joe