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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: mike.com who wrote (146)	12/8/1999 1:49:00 PM
From: Logain Ablar	Respond to of 2850

Mike: Thanks for the information. I followed a lot of your research work about a year ago when you started the thread. Good fundamental information. You were early and I'm glad its working out for the best. At this time I'm on enough margin to not want to go deeper into debt. I'm fighting the greed emotion in a big way. In the digital TV area I chose OBAS & CCUR over IATV and SEAC (and by IATV & SEAC's recent actions my timing wasn't too good). At some point I may rotate some funds into IATV cause I agree with you on a lot of IATV points. There is one point though where I agree but am cautious. The high price relative to earnings / sales. I don't disagree that you have to pay a high price for some companies and IATV may be one. Its just that I'm in enought of those companies at the momment (MRVC, CCUR, OBAS & VLNC) and I'm nervous. My experice has been when rates rise and stocks correct the high flyers with no earnings fall the furthest quickest and normally take the longest to recover. Hope all is well. Tim