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

To: White Shoes who wrote (90)	5/27/1998 1:22:00 PM
From: White Shoes	Respond to of 338

Bargain hunting kicking in on SFAM now... Portfolio transaction: add 100 shares CKFR at 21 1/8. Also considering buying shares in their very large competitor, FDC. This is becoming an electronic commerce mutual fund! Oh well could do worse. Haven't sold IFM yet.

To: White Shoes who wrote (90)	5/27/1998 1:28:00 PM
From: White Shoes	Read Replies (1) \| Respond to of 338

Bargain hunting mode...value hunting mode... Also considering adding more INSO, CPCI, and MRVC. These stocks have gone to the top of their trading ranges to the bottom in a relatively short time. Since they are buttressed by value (in the case of INSO and CPCI) and strong growth (in the case of MRVC), I think the bearish feeling might not last long and they won't be at these levels forever. Let's start it off now by adding 100 CPCI at $12 1/2, and 100 MORE!!!! INSO at $14.