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To: marshalllongtin who wrote (14636)	1/16/2000 12:42:00 PM
From: Dale Baker	Read Replies (2) \| Respond to of 118717

OBAS - I was in HEAR, WPNE and OBAS, all of which had very nice moves for me then stalled in the 20's more or less. When they didn't seem to want to move further, I decided to let the sector rest while I dabbled elsewhere. I still have all 3 on my L2 watch list looking for breakouts. When tech stocks get shaky as they did in early January, youngsters like these companies are often hit hardest. I decided it was better to take the profits I had and look to get in again later. IARC and AILP - both speculative software plays. I would like to see IARC over 20 and AILP over 10 before I think about selling. Depends on how they execute in the coming quarter. I might put a stop in IARC at 11 just to insure against taking a loss in the event of a pullback. FFTI - see my earlier post. Terrific value but not followed by many. ISWCX - one of the top ten tech funds over the last 3 years and invested in everything related to communications and Internet. it is a great way to play a wide spread of sizzling top tech companies, including 30% outside the US. I bought at 31 last July. I will put LPHL on my DD list for tonight or tomorrow.