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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (4945)5/20/1998 12:46:00 AM
From: Phil Jacobson  Read Replies (1) | Respond to of 29382
 
Hi Sergio,

I only sold half my NOVL, so I'm still making money there as it breaks into territory unseen in a year. Going up on both MSFT problems and expectations that the turnaround will be official on 5/21. I'm a NOVL bull right now but have enough lingering doubt (who can't when it comes to NOVL) that I'm glad I'm not betting the farm on it.

APCO is the farm.

Heard some funny stuff about NOVL today; seems their sales force is now looking for ways to resell Internet data circuits in an integrated package with their software. A British word comes to mind ..."daft". Again, I'm glad I sold half.

Phil