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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 (10227)	3/18/1998 7:18:00 PM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 13949

My 40 stock portfolio is up 3.2% since I started it this weekend. The Top 5 are: ZMAX - 34% AGCR - 33% CSGI - 20% TPII - 12.4% TAVA - 12.1% The ironic part is that if you add up all reported revenue for all but TAVA, you get 60K+?+161K+88K=$309,000! Are pigs flying? Too early to tell, but, personally, I think 3 days from a statistical perspective is totally meaningless. Nevertheless, food for thought. As for TAVA, this stock is truly amazing. Like the Energizer Bunny it keeps going and going-- up, even through a warrant conversion. Here's the portfolio. Note that each stock started with a market value of $10,000: 207.183.153.206 - Jeff

To: paul e thomas who wrote (10227)	3/18/1998 7:44:00 PM
From: Nanda	Read Replies (2) \| Respond to of 13949

Paul, an interesting day. I made $60,000 in SYNT alone not including TAVA which would be another 32,000. I sold 1500 synt at close to buy more SEEC and CMND. I am still in IMRS, CBSL,KEA, CRYSF and options of ALYD, CHRZ, KEA and IMRS. I am out of COGIF,CTWO,TACX and SPNSF. But it can all change tomorrow. I am closely following SEEC at every front and expect some good earnings from them. SYNT ownership by funds is almost 25% from nothing in few days. CMND will have an excellent quarter. y2k has been great to us. And yes I expect a sharp move in TAVA if they will release a CONTRACT. My sources tell me that some news is imminent. Good luck to all.