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 Technology Stocks: The Roaring Twenty 1998  
Posts: 338 | Member SubjectMarks: 9 | No Bans

Share This Board Moderated By: White Shoes -- (Not Moderated) -- Started: 1/28/1998 7:25:00 AM  Revision History

Since mid-December the 'High Growth Techstocks of 1998' thread has been debating the merits of dozens of companies. After culling through everything I have settled on a mock portfolio of twenty stocks. Let's track their progress throughout this year and beyond.

This began with a 1997 basket at
Subject 10787 .

The 1998 thread is at
Subject 18551 .

We kept 2 stocks from the 1997 basket. IMO the 1997 basket should now be considered a dead letter. The only worthwhile issues, MRVC and CPCI, have been kept. The rest would have been sold by any investor long before they reached their current state. If 'held'...they would take a miracle to even return to break-even.

The 1998 stocks are a mixture of high growth and moderate growth with value. At the beginning I/we started out looking more closely at the numbers. After a certain point however the choices become much more qualitative. Why should we throw money at these mostly high priced issues? In the final analysis the decision becomes very subjective.
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338 *** Where are they now? *** Ah, there must always be a reckoning. What became White Shoes-03/04/2000 01:55 AM
337 Thread still alive? Chartgod-10/17/1999 01:58 PM
336 Well, who's winning?...I know I'm not..>gg< Chartgod-10/17/1999 01:58 PM
335 DAOU looks ready for a move. I am hearing rumors about a potential buy-out @ $Joe Copia-03/15/1999 03:00 PM
334 A transaction: SELL the CLNTF (200 shares) at $13 3/4. We made a few pennies White Shoes-02/02/1999 10:22 AM
333 To anyone who's still hanging around on this (old) thread...I am going to kWhite Shoes-02/01/1999 10:34 AM
332 Hey Chris, you go ahead and delete this bookmark. Believe it or not I am going White Shoes-01/25/1999 12:44 AM
331 I keep my old bookmarks just in case someone shows up who doesn't know abouDale Baker-01/21/1999 01:51 PM
330 So should we all delete this bookmark and move on to the new one...getting a biSkywatcher-01/21/1999 01:49 PM
329 We are always learning, and always paying tuition for the lessons. Otherwise yoDale Baker-01/21/1999 01:37 PM
328 Header looks good now...oops...I can't tell which thread I'm on !!!! OTSkywatcher-01/21/1999 01:34 PM
327 My mistake. I E-mailed SI and asked them to fix it. I was too focused gettingDale Baker-01/21/1999 09:14 AM
326 It's just as well that THDO didn't make the list, It's already hitAppleby-01/21/1999 05:52 AM
325 Dale...since it just got going...my small suggestion is that we/you fix the speSkywatcher-01/20/1999 11:50 PM
324 OK, here's the new thread: techstocks.com  Let me know if you see anyDale Baker-01/20/1999 06:09 PM
323 OK, here is the final list if my numbers are correct. List is ranked from mostDale Baker-01/20/1999 07:41 AM
322 Dale & WS... here's just (2) for me. With the loss of my SMTK froChartgod-01/20/1999 07:19 AM
321 WS, I just heard about TGO. Looks like a value version of MFNX, with a P/S of oDale Baker-01/19/1999 09:45 PM
320 James, if this helps, it took me about 10 minutes once I realized that to rank-White Shoes-01/19/1999 09:22 PM
319 Yep, SMTK dead.. :( biz.yahoo.com  Or, is there life after death? :) Chartgod-01/19/1999 07:29 PM
318 I think we can write off SMTK as a pick: SmarTalk TeleServices Inc. (SMTK) 1 2Dale Baker-01/19/1999 06:29 PM
317 All I know is my baby bell portfolio and ATT are kicking ass today with that anSkywatcher-01/19/1999 02:02 PM
316 Huge news today as ATHM buys XCIT. I really don't know what the investmentWhite Shoes-01/19/1999 01:12 PM
315 Ditto RNWK and MFNX and several other picks. But don't forget - this kind Dale Baker-01/19/1999 11:04 AM
314 I am quite excited today as SCLN, OTEXF, and TRMS are on a TEAR this morning...Skywatcher-01/19/1999 10:59 AM
313 Great. I PM'ed James Cotton to get him in gear; once we have his picks we Dale Baker-01/19/1999 07:45 AM
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