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Technology Stocks : Information Architects (IARC): E-Commerce & EIP

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To: Robert K. Sims who wrote (3681)	12/9/1997 2:00:00 PM
From: tech	Read Replies (1) of 10786

rRobert, what is the big fuss about ? The sell-off on a major news release was talked about last week. I guess all that remains now is to see Gruder's 144 filing <gg> "When should you short ?" "Well, I guess before you see Gruder's 144 filing, and after you see a sell off on a major news release." exchange2000.com I wonder if Ceebs was paying attention? If I had shorted ALYD (which I did not, I currently have no position) I would look for some support to kick in at approx. 16 1/2 and cover there. I wouldn't play around too long on the short side of the y2k stocks, especially not into '98. (unless it was for short term trading purposes. i.e. going short after news releases to take advantage of the profit taking.) I am currently looking at Feb. 40 calls on KEA. I expect by the end of Q2 we will see at least a 30% to 40% increase in most of the y2k stocks. The "speculative" stocks should even fair better if they can announce some significant contracts and become profitable. These could move from %70 to 100% (in some cases.)

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