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

To: wlheatmoon who wrote (10024)	3/11/1998 5:18:00 PM
From: bob	Respond to of 13949

DITTO!

To: wlheatmoon who wrote (10024)	3/11/1998 6:10:00 PM
From: Josef Svejk	Read Replies (1) \| Respond to of 13949

Humbly report, Mike, I am definitely not a major player by any definition - period. My entire portfolio is chump change. Other than that, I hold what I post about. Svejk (GL-15 applies: digiserve.com ;-)

To: wlheatmoon who wrote (10024)	3/11/1998 7:10:00 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 13949

Mike - You got me! Now that you turned the light on, I can not hide. At present, on share basis, I have ALYD, SPNSF, SEEC, SYNT, CRYSF (decreasing order). I am looking to add CPWR, MIFGY and SYNT. This is not a recommendation. There it is! Don't leave Risky business out. There are others too.

To: wlheatmoon who wrote (10024)	3/11/1998 7:12:00 PM
From: Nanda	Read Replies (3) \| Respond to of 13949

Here are my 5 but as of today...who knows tomorrow!!! IMRS, CBSL, SYNT, SEEC, CRYSF......please let me add TAVA as my 6th one. I also hold TACX, KEA, ACLY and MAST. I can place these in the above category any time. Stocks I like but they are like a yo-yo recently...ALYD and ISLI. The stock I wish I had not sold early and will buy at next weakness CSTF. The stock I made a lot of money in and which introduced me to y2k stocks ....ZITL....I wont touch it with a two foot pole. So here is my summary of y2k stocks as I see only today.

To: wlheatmoon who wrote (10024)	3/12/1998 11:13:00 AM
From: paul e thomas	Read Replies (4) \| Respond to of 13949

HOLDINGS AND RECOMMENDATIONS My top holdings are IMRS,SYNT,TAVA,KEA, and ACLY.To make recommendations I have to separate those intended to be held until mid-summer 1999 versus those being bought on a value basis for short term profits. In the case of longer term recommendations I suggest IMRS,SYNT,KEA,TAVA.For short term I suggest ACLY, COGIF. Mike I would be careful about making an investment decision based on a consensus view. People will naturally name the stocks they own to justify their decisions they made to buy and hold.I think it is poor way to choose because your risk profile may be very different from the average person giving you an answer.