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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 (10346)	3/22/1998 12:34:00 PM
From: SOROS	Read Replies (1) \| Respond to of 13949

Dear paul, I concur with you. I bought near 22 and near 21 and near 20. I am done buying. Now I wait. Wish I had bought in January and February, but then I may have been tempted to unload as we saw those folks do last week. We are now the "bag holders", as MM would say, but I am happy to hold THIS bag until at least mid-1999. Then we have to make a judgment on each Y2K company as to where they will spend the pot-o-money that they have. paul, I do not know your charting, but see this and the IMPORTANT massage below it: www3.techstocks.com AZ2 (one of my favorites, I might add), just collapsed from exhaustion and is now in his final resting place! Next week will make me wish I had picked up an additional 5000 shares, but I never go back. I remain, SOROS ps look quickly at the moon -- you may miss the approach -- don't blink, or you may miss the departure as well

To: paul e thomas who wrote (10346)	3/27/1998 5:52:00 AM
From: paul e thomas	Read Replies (3) \| Respond to of 13949

Y2K DIVERSIFICATION I now have 25% of my Y2K portfolio in software companies. These stocks were largely purchased with new margin availability.The stocks include ACLY,COGIF, and MERQ.My purchase of ACLY appears to have been untimely.The Jury is out on COGIF. I was wrong that it would take off this week.I bought MERQ yesterday and will add more on the basis of a recommendation by Worden Brothers that the volume chart was signally the stock was ready to resume it's upward long term trend.MERQ is in a position to capitalize on the testing phase of Y2k efforts.