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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 (9723)	2/26/1998 6:52:00 AM
From: Nanda	Read Replies (1) \| Respond to of 13949

Paul, I have come to the same conclusion but there is a caveat and that is our fear to loose gains. I maintain a separate personal portfolio where I hardly or rarely trade. Example in that portfolio are Disney,Merck,Lucent,Baxter,UTX,ATT,AOL,and DELL. I think I made only 3 trades in that portfolio. The reason is I feel very confident over the long term about these stocks. Some of these I bought 5 to 6 years back. The problem (not a good choice) with y2k stocks is that they are are influenced by minor blips on their radar screen such as a minor contract. Look at IMRS went to 20 from 36, we were lucky it went back up but look at ALYD it is still in swamp. SO lets thank our fortunes in picking good y2k stocks and I am happy with my gains and uncle Sam is too. In hindsight I also think that I should have kept my IMRS etc. Good luck with your strategy.

To: paul e thomas who wrote (9723)	2/26/1998 7:51:00 PM
From: jwb/geteven	Read Replies (2) \| Respond to of 13949

Dear Paul In response to your buy/hold request I may at long last be able to submit something meaningful to this thread. I am strictly a long time non-tech lurker-my only claim to fame is that I designed the first tape heads for original IBM tape units in 1951. Guess that dates me. Hope the following helps--from my portfolio- Stock Bot PP$ 2/26/98$ % chrz 7/96 15 51.5 +238% cbr 8/96 23 65.5 +183 kea 11/96 12.7 45.1 +255 mifgy 1/97 15.7 49 +212 cbsl 5/97 16.8 67.1 +299 imrs 5/97 28.5 46.6 +65 Am still holding----thanks to you and all the other savvy people on this thread I have made a few $$ Hope this helps Regards JWB Sorry , I don't know how to spread the data!