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Pastimes : J Doe #13 Off-topic Non-Specific Tech Stock Ponderings -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Finley who wrote (1768)	7/6/1999 3:03:00 PM
From: Johnathan C. Doe	Respond to of 1819

NETO is gaining momentum; KOOP is turning out to be a major winner!; up 17+ last I looked.

To: Charlie Finley who wrote (1768)	7/7/1999 11:44:00 PM
From: Johnathan C. Doe	Respond to of 1819

Mixed day for me in my personal accounts. I sold off AFCI; probably a big mistake; but I'm up over 100% and I just don't like the feel of the market in the techs. Had a great day in VRTL; sold off all my position in that one which has been a real dog for a long long time for me. I've watched it go up on news and then fall right back down 3 times and this time; I'm just locking in the up move by selling. Of course; this will be the time it goes to 8. I'm looking at NEON and I think I'll take a 1/2 position in it at some point soon or even tommorrow. I'm watching VNTV to see if it bases and I'll buy more of that; already have a position in it. I'm also going to go into SE and probably CMNT on weakness. Just small 1/2 positions and figure I'll average down if they drop further. In the internet world; put SATH on my watch list; shop at home something or other. I think it is a new IPO; not sure on that. HITS; Musicmaker.com had a nice IPO. They will announce some alliance with AOL or Lycos or somebody and it will be like KOOP all over again. Maybe RealAudio alliance; something like that. Of all of these; NEON is the most interesting; huge murderous drop in the stock; never heard of it or followed it up till today. NETO continues its climb! PAIR tanking; earnings in 4 days; just watching myself lose all my gain from the last bull move in the stock; pathetic I didn't sell at 15!!!!

To: Charlie Finley who wrote (1768)	7/7/1999 11:59:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 1819

Charlie; NEON is looking more and more interesting. 80% held by institutions with today's move caused by this which means this is a great buying opportunity; it will base for a while and that will be the time to buy. Likely will sit dead for a bit. Institutions may keep dumping tommorrow and so this thing could go further down. Ignore the P/E; this thing is a strong growth company with a temporary road bump causing the decline. No debt! Book value of just under $10. Oversold to death. Reminds me of the software collapse in PSFT and NETA in April which means; it's buying time on this one!!!!!