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Technology Stocks : Stock Swap
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To: Dale Knipschield who wrote (13832)5/14/1998 12:35:00 AM
From: Tech Master  Read Replies (1) of 17305
 
Dale-

I am looking at out of favor issues and over sold stocks for my best plays.

ALYD came out mid-day today and announced some of their internal diversification efforts.

Why I like them:

1) Best technology base in the sector. They can remediate 500 million LOC with their existing staff... and rapidly scale to do a billion LOC. I expect growth at about 30% quarter to quarter.

2) India crisis... if India gets cut off.... that code is going to get fixed here in the US of A.

3) Major companies and Uncle Sam are WAY behind. The panic will begin sometime before year end. The politicians will wait until the elections are over in November... then the Y2K stuff will hit the fan.

4) I expect solid acquisitions which will expand their offerings outside of Y2K... look for two acquisitions this year.

5) They held a technical support level today and Y2K is a great market hedge right now. The stock is at its bottom.

Along with ALYD my favorite stocks right now:

ORCL- reports June 17... should move to mid 30's in the next 4 weeks.

TAVI- strong rumor play to 28... anytime now.

IRSN- a buy here at 1 5/8 range... will see 4-5 again by year end.

CGLB- dark horse favorite. A BB stock which is a real comer.

AMTI- a sleeper telecom stock... may hit 5 over the next two quarters.

Tech Master

P.S. If you like to play with fire look at PTUS... I'm still charbroiled by it but it may jump in July/August time frame.

And HLX... doing all the right things...
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