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   Technology StocksLeading Edge Portfolio


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To: richardred who started this subject4/5/2002 1:26:33 PM
From: richardred
   of 23
 
Leading Edge Portfolio-
siliconinvestor.com

I will fill in buy prices upon completion of 30 stocks.

RR

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To: richardred who wrote (6)4/6/2002 10:30:17 AM
From: farkarooski
   of 23
 
can't see the portfolio, it said it is private !!!
at the bottom of the portfolio, you have to click 'share it with others' ...

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To: farkarooski who wrote (7)4/8/2002 12:10:37 PM
From: richardred
   of 23
 
Sorry -I'll try and correct that Immediately

still looking for some good solar energy-coal -(to oil)gasification-pure plays

RR

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To: richardred who wrote (8)4/8/2002 12:57:42 PM
From: richardred
   of 23
 
Nine more picks needed-Techs are still taking a royal beating. Many in this portfolio are not money makers, and many won't be unless they can continue funding. I'm not necessarily looking for sales growth or earnings currently. Just leading edge technology with potential. The little companies who can make it through this tech downturn will be better off till the next upturn in tech spending. This will be quite a ways off, but IMO current prices are reflective of this.

RR

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To: richardred who wrote (9)4/8/2002 2:37:14 PM
From: farkarooski
   of 23
 
thanks, I can see it now

can you put out a line of two about each company's leading technology, that would save a lot of time for each individual to look it up themselves, thanks ...

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To: farkarooski who wrote (10)4/9/2002 1:59:35 AM
From: richardred
   of 23
 
That I can due, when I have some free time, I'll go back and update. Todays addition, and all new additions will state just that. New Addition-STJ-ST. JUDE MEDICAL- A leader in Heart and Heart valve technology -Good balance sheet, and very profitable to boot.

RR

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To: richardred who started this subject4/9/2002 2:03:20 AM
From: richardred
   of 23
 
Leading Edge Portfolio
siliconinvestor.com

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To: richardred who wrote (11)4/9/2002 9:05:42 AM
From: farkarooski
   of 23
 
thank you very much, sir !!!

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To: farkarooski who wrote (13)4/9/2002 11:26:27 AM
From: richardred
   of 23
 
Leading EDGE-new addition-APWR-Astro PowerThe company makes and sells photovoltaic solar cells, modules,and panels. Currently not profitable, but profitable before the last quarter. Nice sales growth, Good balance sheet, and should return to making money soon.

RR

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To: richardred who started this subject4/11/2002 12:34:27 PM
From: richardred
   of 23
 
HELX- Helix Technology-New addition-Trying to stay clean in high tech? Helix's vacuum pumps and systems remove airborne contaminants during key steps in the making of electronic components such as semiconductors and flat-panel displays.

RR

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