To: Jenna who wrote (20167 ) 12/21/1998 8:34:00 PM From: Jenna Read Replies (2) | Respond to of 120523
DRIV..TDDDF, MISI, NSOL and TSFW.. Currently my favorite sector is software/services and anything in that sector related to the internet. The watch list will be including many 'new' stocks as well as older stocks that have gone 'internet'.. The thread on SI will also include posts from this sector and other involved in this revolutionary growth. DRIV has become a current favorite including the others I've cited above. You would be well advised to follow up the stocks above and consider them probable future candidates for future explosive growth. The earnings plays will be including a large amount of plays from this fantastic sector as well as other sectors that have 'internet' exposure. We have been successful in the past with these stocks (NSOL, VRSN) and there is no reason to think this success will abate. The computer software and services are some of the fastest growing segments of the computer industry. The database market is being driven by an ever-increasing need to access, manipulate display ever increasing amounts of information, & both ‘‘structured'' (text and numbers) and ‘‘unstructured'' (graphics, video and sound) from different computing environments. Huge opportunities exist for software relating to the Internet market, including electronic commerce, intranets and network security. Demand for computer services is fueled by difficulties in integrating hardware from different vendors advances in technology, and inefficiencies associated with maintaining an in-house information services staff Computer service stocks have strong and stable growth characteristics: have a high level of repeat business and long contract life cycles, leading to growing recurring revenue and earnings predictability.