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 : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: LK2 who wrote (3143)	4/30/1998 10:52:00 AM
From: Sam	Respond to of 9256

"Is anybody willing to say how they are doing in the tech sector this year, good, bad, or otherwise?" This year--meaning from Jan 1--my own portfolio is doing pretty well. However, as you note, the last quarter of 97 was so bad that it doesn't "feel" that way. Drive stocks--at least the vendors, and a few of the component companies--have had a pretty decent 3 months (in fact, terrific if you annualize the gains), even if they pale beside the internet stocks and a few others which have gotten "viagrafied" lately. We'll live psychologically with Q4 of 97 for awhile, until this trading range has been broken.

To: LK2 who wrote (3143)	4/30/1998 11:50:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

My tech holdings were up a lot this year, if you mean from January. They took a big hit in October and have come back very nicely. Examples; Asnd, Axent, General Magic, LSI, Coms, HLIT, ANTC, GTE, USW, F, and even storage stocks with INVX and QNTM. It may have fallen back some or even be topping now, but I have to agree that it was a good year. The stocks I didn't buy are the ones that piss me off the most. I had a buy in with a limit and missed getting LHSPF at 78, since up to 125. Also wanted CA, TXN and TER, but delayed and missed very good opps. Regards, Mark