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OldAIMGuy

08/16/02 11:49 AM

#4788 RE: Velobob #4786

Hi Bob and Keith,
In BARRONS this week there was an article titled
"Is It Safe?
which looked at whether it was yet time to start back investing in TECH stocks.

They had a long list of Do's and Don't's. Here's the DO list given a two year minimum time horizon:

MSFT, IBM, CSCO, DELL, ORCL, HPQ, TSM, FDC, SAP, STM, and EDS.

Reasons for these being favored are in the article. The real surprises were on the DON'T list.

Best regards, Tom

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LemonHead

08/16/02 12:14 PM

#4790 RE: Velobob #4786

Bob, that list came out of Morning Star "Stock Investor" August 15, 2002 page 22. I entered into ADBE on 08/01/02.

I thought I would put all of these in a paper trade watch list similar to what Tom has done with the "PIC" list if there is any interest. Then report on the list once a month.

Keith