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 : Flextronics International (FLEX) -- Ignore unavailable to you. Want to Upgrade?

To: Judy Muldawer who wrote (912)	11/18/1998 9:24:00 AM
From: kolo55	Respond to of 1422

McNamee had this pick published in Nov9 Barrons. It caused a pop last week. The link to CBS didn't work for me, but I tracked it down. Here's a relevant extract for the thread: Wall Street pros hot on tech By Thom Calandra, CBS MarketWatch Last Update: 4:45 PM ET Nov 17, 1998 NewsWatch LAS VEGAS (CBS.MW) -- Mostly, they were like kids in a technology candy store, and deservedly so. Andrew Neff, a senior managing director at Bear Stearns and a perennial all-star analyst; Robertson Stephens fund manager Ronald Elijah, who runs the Information Age Fund (RSIFX) and the Robertson Stephens Value-Plus-Growth Fund (RSVPX); Integral Capital Partners' Roger McNamee; and Forbes publisher Richard Karlgaard came to the Comdex trade show to talk stocks. Their crystal balls were full of candy for technology investors. If this sounds too good to be true, well, you just had to be there. cut to later in the article Now, for the part that everyone came for: stock picks. Elijah, who is very careful about how he is quoted in the financial press, said the business cycle for semiconductor makers "is on a big upswing right now." He said he sees a shortage of DRAM chips ahead. Elijah recommended Texas Instruments (TXN), Micron Technology (MU), Applied Materials (AMAT) and Novellus Systems (NVLS). He also said he sees yet another rise in the stocks of personal computer makers. "The entire PC universe, including Compaq (CPQ), ... will benefit from a full technology cycle next year," he said. "1999 is going to be an exceptional year." See related story. McNamee, browsing among "forgotten companies," plugged Platinum Software (PSQL) and Flextronics (FLEX). "We are in year three of a 30-year Internet economy," said McNamee, a former T. Rowe Price fund manager who now runs his own funds from California. The future's winning Internet franchises, he said, "haven't even been conceived." end of article