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

To: White Shoes who wrote (191)	11/23/1998 2:48:00 PM
From: White Shoes	Read Replies (2) \| Respond to of 338

Happy days are here again, but something doesn't smell quite right... Selling 200 shares of INSO, that's about half our holding, at 28 3/8. Will re-enter some of these stocks if they pull back a bit. Considering re-entry point for Mpact Immedia (IFM on Montreal). Will probably move towards the new millenium with some larger cap issues, with some international diversification, but most seem overpriced for the moment. Scorecard: the portfolio is currently up approximately 56% on the year.