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To: B Tate who wrote (14004)	1/5/2000 4:13:00 AM
From: Dale Baker	Read Replies (2) \| Respond to of 118717

Let's do all these at once - AXC is often mentioned but rarely performs from what I have seen. I would rather buy it on a big breakout over 7 1/2. This is not a good time for marginal small cap plays. Biotechs - I tend to be clueless and follow the recommendation of others in this sector. I have BINC, GENE and IMCL shares. Selling my BTGC calls until it close the gap down to 12. XLNX - looks like a decent buy and hold fundie play. Mostly I wish I had bought it two splits ago so now seems like an opportune moment. With MKSI and TLCM I will actually have some semi stocks for once. Sound effects - yeah, they are a lot of fun. Tons of movie and TV WAVs out there for free these days. I hate to sell good stocks but my gut tells me it is time to step aside in CRY.TO, MSFT, WPNE, BTGC, ASDS and ESHR for now. Putting in tight stops for OPAY, AREM, SPLI, IDC and HUMC too. All of the above are worth revisiting once the Naz gets this 20% drop out of its system.