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Technology Stocks : DII Group, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Jimbo Cobb who wrote (1621)	4/20/1998 11:09:00 AM
From: MARK BARGER	Read Replies (1) \| Respond to of 1845

Mark, DIIG trying to ease thru 23 today. Not a lot of volume, but steadily moving up. Any other recommendations for me? Keep your eye on the oil drillers. Earnings coming out now. They all will be up a cool 40% up from last year. My favorite, FGII, is up from 25 to 38 in the last month or so. NE is my second fav. They are good safe growth stocks in this wild market. Any idea where DIIG will meet short term resistance? Mark

To: Jimbo Cobb who wrote (1621)	4/20/1998 1:22:00 PM
From: Mark Brophy	Respond to of 1845

It depends on the market. I always buy a stock with the thought that I'll hold it long term. However, I'll often sell if it quickly pops up 20-40%. DIIG was so undervalued that I waited until it more than doubled before selling. I'll also hold for a long time if the price doesn't move. I usually acquire a small position at first, so I still have cash available to buy more when the price goes down. I sold Phoenix last Oct. because I believed the company hadn't followed through on their long term promise. That's an unusual situation because it's more likely that the price will change while the fundamentals remain intact. Capital allocation should be a boring process, but tech stocks are very interesting.