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Non-Tech : Any info about Iomega (IOM)? -- Ignore unavailable to you. Want to Upgrade?

To: KM who wrote (52036)4/6/1998 6:22:00 PM
From: dougjn  Respond to of 58324
 
OT...Have done truly great so far this year. But getting nervous.

Trouble is, stuff I'm in its hard to develop an Asian or other bad story for, which no doubt is why its done so well.

But...valuation problems in issues like Psft (the most extreme valuation in my portfolio) and Tlabs are real. (Unlike LU, both of those are hypergrowers, less mega cap, but not too dissimilarly reliable.) On the other hand, e.g. Rmbs doesn't seem mega vulerable to me. (Just got into that one at avg. 39.5.)

If I had Dell now I'd be bailing for sure.

I'll probably really lighten up. Already started to.

I don't expect a big break here, but a 5-10% seems real possible, with attendantly greater moves for the big betas, of course.

But I'm groping. No conviction either way.

Doug



To: KM who wrote (52036)4/7/1998 2:43:00 AM
From: dougjn  Read Replies (1) | Respond to of 58324
 
Actually my succulent mushroom (is that what Trufflette means?), I only found you here in my previous post because here was the last post in your SI profile when I posted you.

You see I was after you, not some stock.

Doug


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