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To: Skeeter Bug who wrote (592)	3/4/1998 1:58:00 AM
From: Dale Baker	Respond to of 118717

OMKT - I'm buying again today after OMKT received its E-commerce patents. This could be huge if other companies start licensing E-commerce technology from OMKT (or a bigger fish like MSFT buys them out for the patents). This will be a long-term position (several months to several years) as long as the OMKT story holds. The only obstacle I see is possible protracted legal battles if the patents are challenged. OMKT is a 50%++ play this year or next, IMHO. Also nibbled on GMGC on spec.

To: Skeeter Bug who wrote (592)	3/5/1998 8:18:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

TO ALL: Some rules of the road for what promises to be a very rocky day, for longs that is. First, don't count on getting into your on-line trading accounts. There could be a traffic jam comparable to last October. Only the pros will be able to play the momentum waves as they shift. If you are not sure what to do now, don't do anything except place some stop orders if you are not willing to ride it out. On the short side - where to start? INTC is the heart of the problem, which means all semi companies and semi equipment companies should get zapped. But the slowdown comes from from not enough devices containing semiconductors being ordered and sold; so anything in the computer hardware chain is vulnerable. Software - the momentum players will jump out so some may take a hit. But those which seem "Asia proof" may fare better. Internet and Y2K shorts could be risky, especially if you can't get into your account to cover a short if/when the market suddenly bounces back. Some vulnerable stocks are: AMD, UNPH, XLNX and NVLS in hardware. Briefing also likes KLIC and TER, though I am less sure there. In software, ITWO and ASDV could drop a bit; SEBL already got whacked and MANU is way down the last week, so they may be near bottoms. NTKI is one Internet stock which should get hit; they just announced a secondary not long after their IPO. Insiders will say the IPO was "underpriced" - others will say the insiders are cashing out at the top. Ideas, ideas, bring'em on this morning, folks. It's gonna be a wild day. Good luck everybody.