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

To: michael tantleff who wrote (9624)	2/23/1998 4:21:00 PM
From: wlheatmoon	Respond to of 13949

michael, is it TAVA time? I hope so. mike

To: michael tantleff who wrote (9624)	2/23/1998 4:46:00 PM
From: John Sikora	Read Replies (3) \| Respond to of 13949

michael, I've built positions in SEEC, ISLI and CRYSF of late...If SEEC drops any more I will add to my position but at 17 and change it's a screaming buy... Any others on your radar screen? john

To: michael tantleff who wrote (9624)	2/23/1998 10:06:00 PM
From: Tech Master	Respond to of 13949

Michael- >>> the moonshot bodyshops are nowway overvalued. <<< I agree. Good call... Tech Master

To: michael tantleff who wrote (9624)	2/24/1998 10:09:00 AM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

Y2K Performance Over the past 4 weeks my portfolio of largely service companies is up 40%. This compares to 15% for the Fidelity Computer and Software sector funds.Even the Asian Funds are up much less. I agree the Y2K service providers are due for a short term pull back.I still have some reservations about buying tool providers now as I believe nothing positive will happen to their prices until strong earnings growth is reported by several leading players.Perhaps a leading indicator may be ACLY which is due to report in the next few weeks.The market has been burned before betting on the come with the tool companies. Personaly I if I were still a trader I would sell Service companies now and hold the cash for a while.