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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: paul e thomas who wrote (12141)7/1/1998 8:00:00 AM
From: Nanda  Read Replies (2) of 13949
 
PAUL, TAVA fell the same amount it went up when they announced that ceo will be on CNBC. I sold all calls of TAVA after listening to the interview and got out with 60% profit. I dumped the money in CMND which went up 3/4 yesterday. Now I own 32,000 CMND. I have 100% confidence in recovery of this company which tumbled due to stupid conference and problem with analysts. The fundamentals are still strong and I have same feeling about this one when I started buying IMRS,CBSL,MAST and SYNT in their infancy days. I also bought some CTSH as I like the game plan.
The resurgence of y2k stocks should continue with occasional profit taking. I always take a cue from the performance of KEA which I consider a bellwether stock and it is flying.
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