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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (4272)	9/21/1999 5:06:00 PM
From: Mao II	Read Replies (2) \| Respond to of 12662

K: Why do U think COMP is looking ok? We are approaching level of early April -- prior to COMP's major move. M2

To: Kenya AA who wrote (4272)	9/22/1999 6:26:00 AM
From: Mao II	Respond to of 12662

K: I like those big nutz. YHOO, CMGI, AMZN -- all look doable to me. DOT is clearly showing the most strength of our indexes. SOXX is taking a breather, so Im looking at nut plays. ETYS was very strong yesterday. I very much like B2B, and I'll be interested to see if EPAY fiasco has any ripple effect. My first thot was uh-oh. But I now think that the impact will be minimal -- except on EPAY shareholders. (Poor folks.) So I am watching the usual suspects in the B2B arena: AGIL, ARBA, CMRC, VERT (has been weak), PPRO, BVSN, CLRN (strong yesterday). M2