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Technology Stocks : The Roaring Twenty 1998 -- Ignore unavailable to you. Want to Upgrade?

To: White Shoes who wrote (74)	5/8/1998 2:51:00 AM
From: White Shoes	Read Replies (1) \| Respond to of 338

PORTFOLIO UPDATE I have entered the changes in the portfolio, although I have now switched to Yahoo's portfolios and used the Java portfolio manager to do it. For now I won't link or copy this but all the buys and sells were duly recorded on the thread. The long and the short of it is we now have 15 stocks and $24,958.35 in cash (about $24,000 more than we should). I recently added more to the INSO holding but that didn't make much of a dent. Some of the main buy candidates are: XCIT (re-enter on a dip); NSCP (add to position somewhere around current levels); FDX (waiting for it to stop going down and start going up). I would also consider adding to any of the positions here since they are known quantities and studied closely by me or others watching. I like FCSE and am willing to believe the price is being held down artificially to ensure that the warrants are not exercised. The company doesn't need the cash anymore, and doesn't want the dilution. That's the theory anyway. If that theory isn't true let's just say it's a healthy company with better and better news coming down the pipe trading for cheap. So I'd add some FCSE soon as well even though I shun these hardware gizmos. They seem to be selling them. Also like OTEXF and would add to position but stock has bouts of weakness and sudden losses of street confidence (unjustified) so I would wait for a shakeout to add more, perhaps in the $14-15 range. If you have discovered the next Cisco or have other interesting growth or value (or both) stocks to describe to us with a minimum of hype it might be best to continue those discussions on the High Growth Techstocks Thread from whence the current one originated. Subject 18551 Regarding WTT I really should be doing more DD on that one. I think shareholders aren't too happy and there is debate over continuation of the dividend. Which reminds me, March 19th it paid out the quarterly dividend of a nickel a share, which puts another $20 (exactly) into our pocket bringing cash to $24,978.35 Total value of portfolio: $77,936.39, up nicely from initial value of $50,000, reflecting profits on a number of issues no longer held. (Note, this is still slightly off due to the problem of integrating foreign currencies in the portfolio manager. This will be ironed out when and if IFM.TO lists on NASDAQ. (I can iron it out manually but I want it to be automatic...) So take a couple of points off the apparent return so far of nearly 56%...call it 54% to be on the safe side. The stocks now held are: MRVC ACTC IVIAF CKFR SWEBF NSCP INSO AWRD WTT SFAM CPCI HUMCF FCSE IFM.TO OTEXF I would anticipate a cleaner link to portfolio information if and when Stocksite/SI/what-have-you offer more sophisticated portfolio management features, such as a Java portfolio manager, which I have no doubt they eventually will.