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Technology Stocks : Stock Swap

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To: nigel bates who wrote (16139)	1/31/1999 9:26:00 AM
From: Tech Master	of 17305

nig: Some TM stock updates: IRSN: Under accumulation. Digital film release still a few months out. Hold it if you own it... add on weakness. HLX: I'm waiting for the weak to be shaken out here. Oil prices have hammered the sector. I missed the oil sector collapse as a possibility when I picked HLX. I'm currently out of the stock but I am looking at the sector as a play for defensive purposes. CELN: Message 7578920 ALYD: Major rumors circling the ALYD camp. February 15th keeps popping up... LOR: Buy or add on dips under 20. * My Strategy * I'm not chasing the internuts or the big caps in this rally. I am looking at quality out of favor co.'s, small companies with big potential, and sector plays. I will be doing some gold sector positioning later this year and I will share some comments here when it seems like a good time to consider the sector. Just my humble opinions.... but the crystal ball has been working pretty well these days... Caio for now, Tech Master

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