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

To: Dale Baker who wrote (219)	12/31/1998 11:48:00 AM
From: White Shoes	Read Replies (1) \| Respond to of 338

Hi, I just looked at Network Associates. Seems wildly overvalued to me BWDIK? I agree that the more proven companies seem to be better bets. Sometimes historically small caps do better. But micro-caps are too risky for the average investor.

To: Dale Baker who wrote (219)	12/31/1998 12:03:00 PM
From: White Shoes	Read Replies (3) \| Respond to of 338

On another note, adding 200 more shares (just a nibble) of CMIV at $5 1/4. Too much cash in the portfolio! Also adding a newcomer, COGNOS Inc. COGNF. They are into business intelligence software (perhaps a competitor of Hummingbird in some sense). They are the market leader. Also competition from one other major company in this field, a French company. Earnings surprise jolted stock up 30% and it hasn't looked back. Chart-wise that was a bottom so I see it breaking out past its high. A good idea to add this one in case HUMCF doesn't pan out. ADD 200 COGNF at $24 1/2.