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Technology Stocks : Trading TAVA

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To: R. Bond who wrote (652)	9/20/1998 5:58:00 PM
From: R. Gates	Read Replies (1) of 655

<<re October: isn't this traditionally a time of institutional profit-taking and dumping of dogs in the portfolio? >> Quite right, but I believe that TAVA was already traded out of many portfolios, and this sector (Y2K) will enjoy somewhat of a rebound, going against the grain of many other industries. FWIW, I think that oil service companies have also been badly beaten down and will be one of the bright spots in the next few months. But in regards to TAVA, there is a boat load of very good news pending and I firmly believe it will be one of the stellar performers in the rush to make corporations Y2K compliant. But, we'll certainly know much more after Wednesday, won't we! R. Gates

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