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

To: Kathy Riley who wrote (9629)	2/23/1998 7:54:00 PM
From: John Sikora	Respond to of 13949

Kathy, TAVA is a given :)...I already have a LARGE position...The tool vendors EPS will explode over the course of this year and they will be VERY tradeable. It's just a matter of time before the street starts piling in...They will temporarily forget about/ ignore the post year 2000 outlook. For that matter my personal opinion is that the work will continue well into the new millenium...Let us have as much fun (capital appreciation) in 98 as we had with the body shops in 97!! I do believe that the time is now to establish initial positions while they are still relatively cheap. Then closely watch the volume on the perspective issues and react accordingly... Have some fun all...wave two is a-coming... john