Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Jeffery E. Forrest who wrote (14528)	4/6/1998 11:57:00 AM
From: Moonray	Respond to of 22053

Hot U.S. Technology Companies: 144 Firms Qualify in March 10:39 a.m. Apr 06, 1998 Eastern SAN DIEGO--(BUSINESS WIRE)--April 6, 1998--Facts Online announced that 144 U.S. technology companies qualified as "hot" during March 1998. Of the 144 companies, 47 are publicly traded and 97 are private. To qualify, companies must have national presence or potential, received new investments, or made acquisitions during March. The U.S. technology companies which met these criteria during March are: 3Com Corp,..... guide-p.infoseek.com o~~~ O

To: Jeffery E. Forrest who wrote (14528)	4/6/1998 11:58:00 AM
From: jhild	Read Replies (1) \| Respond to of 22053

Qwest gettin['] whacked too. QWST is up a little last I checked. But this retracement over the last week has been pretty mild, from 41- to 38+, and I think QWST has good long term prospects. I liked them more before buying LCI. But I think they will continue to do well. Do you see something in your charts? I am interested in your thinking.

To: Jeffery E. Forrest who wrote (14528)	4/6/1998 12:10:00 PM
From: David Lawrence	Read Replies (2) \| Respond to of 22053

>>Qwest gettin whacked too. I like it. I get $42 worth of QWST stock for each share of LCI that I own. I QWST goes down over short-term worries, I get more shares. Much better that the USRX/3COm deal, where the share ratios were fixed.

To: Jeffery E. Forrest who wrote (14528)	4/6/1998 3:43:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

Jeff, and anyone else who cares... Take a look at SCI Systems today (SCI). Up nicely on a day when the techs, particularly box makes and ECM sector, are getting hammered. SCI is the king of electronic contract manufacturing. They are expanding like mad, and do business with everyone and their yellow dog (sorry, Scrapps). Some examples would be HP, Dell, Cisco, Compaq, as well as non-tech stocks - companies like Johnson & Johnson for medical devices, test equipment, Ericson in telecom... you name it. Thin operating margins, to be sure, but no problems with inventory (other than plant). The trend is towards outsourcing. Dell's inventory management via outsourcing versus Compaq's in-house manufacturing shows the reasons why it's beneficial. They also have a very substantial backlog. This is not a recommendation - just an observation for those who might interested. <ggg>