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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: QuietWon who wrote (48520)6/4/1999
From: jas cooper  Respond to of 90042
 
pls mention an approximate time frame

Long term unless they get overvalued too quickly. I'm willing to wait out a few dips if my outlook is the same.

And jas, your picks are...?

ALA - Alcatel, bought more yesterday. They are beaten down, have a cautious outlook, and are parent to Xylan which didn't cease to be a great tech company when it was acquired.

DLGC - Dialogic, until a few days ago. I'm entitled to blow my own horn, too.

AOL - As many lemmings want to own this as Tim's picks. They actually make money. At these prices ($100-115), I think there's plenty of upside. Although I hate the company, they are just what the ignorant American public desires.

RCNC - RCN Corp., I wouldn't buy at these prices, but I'm not about to sell my shares yet. Morgan Stanley started today at outperform

ORCL - Oracle, starting to move up, but plenty of room left above. Sky's the limit.

Looking quizically at MADGF, MUEI, MRBA, HAUP, CMGI, and GNET, but will probably only delve into MADGF (already have small holding) or MUEI (cause it's so beat up). Others need to wait for better market climate.

See, I'm not always sarcastic...