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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: paul e thomas who wrote (7876)	11/17/1997 11:49:00 AM
From: Craig Rogers	Read Replies (2) \| Respond to of 13949

Paul: I don't understand why you tell everyone about your portfolio? craig

To: paul e thomas who wrote (7876)	11/17/1997 12:48:00 PM
From: Steve Woas	Respond to of 13949

Paul, I really appreciate your posting your portfolio information and the reasoning behind it. Please keep it up! I am currently in only two stocks 60% in TPRO and 40% in IMRS. Sometimes I trade CPWR if it gets hammered. What was your reasoning for leaving TPRO in the first place? Have you worked up any next quarter earnings potential for TPRO? I really enjoy your analysis. Good Investing, Steve

To: paul e thomas who wrote (7876)	11/17/1997 1:16:00 PM
From: Nanda	Read Replies (1) \| Respond to of 13949

Paul, you do not need PTUS. IMRS is more than enough. My calls have doubled. I am sitting in 100 calls Dec. and Feb. 22 1/2 and 25's. It seems Mr. Hindman CFO has fired up all the major stockholders. I did not get any hint of the up coming scoop but I wonder how he reassured major holders. I would not be surprised if IMRS issues some good news to give a further boost to the stock. Today I sold my small position in ACLY to buy more SYNT.