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

To: Judy who wrote (9150)	1/23/1998 5:10:00 PM
From: John Sikora	Read Replies (1) \| Respond to of 13949

Judy, Good to hear from you. I can certainly relate to not trying to pick the bottom...but I feel DDIM has a good chance at moving up in here towards earnings. I'm glad to hear you have been involved w/ some Y2k stocks... I've commited most of my portfolio to year 2000 stocks as I believe they will be one of a select few groups to exceed expectations for the next few Q's and probably beyond. Limited Asian exposure and for the companies doing biz in India, a cheaper environment to conduct business... SYNT IMO has the most catching up to do...ISLI should have a great 98 as well. Overall I feel we are in a bear market...but that shouldn't preclude us from making a few dollars right? **off topic** Regarding the semi-equipments...I was lucky and sold my SFAM and KLIC in the 50's and have recently re-established positions in both. I'm presently looking at EGLS and ADEX.. Take care and please drop by this thread from time to time, john