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

To: Gary R. Owens who wrote (10920)	4/11/1998 9:29:00 AM
From: Jeffrey S. Mitchell	Respond to of 13949

Gary, as I just pointed out to someone on the ALYD thread (ALYD was their March bear of the month): 1) old news, 2) the author closed his position, 3) the author looks like as of 3/12/98 he's in serious trouble; 7 of his 8 shorts were up, most substantially (see below). Conclusion: he was at least smart enough to cut his ALYD losses a month ago before they dwarfed all the others. Whatever he recommends, do the opposite (gg). Company Symbol Date Picked Price Then Price 3/12/98 % Change Status ----------------- ------ ----------- ---------- ------------- -------- ------ Alydaar ALYD 2/12/98 $16.75 $18.125 8.2% Closed Amazon.com AMZN 2/12/98 $63.125 $78.50 24.6% Active AOL AOL 2/12/98 $116.875 $124.25 6.3% Active Computer Learning CLCX 2/12/98 $32.125 $21.72 -32.4% Closed Excelsior-Hender- son Motorcycles BIGX 2/12/98 $5.44 $6.375 17.2% Active MemberWorks MBRS 3/12/98 $29.66 ---- ----ÿ New Sanchez SCAI 2/12/98 $20.25 $22.50 11.1% Active Xiox, Inc. XIOX 3/12/98 $4.75 ---- ---- New Yahoo! YHOO 2/12/98 $65.125 $82.00 25.9% Active Youth Services YSII 2/12/98 $14.375 $17.25 20.0% Active Source: beartracker.com - Jeff P.S. I posted ALYD's 10-K on the ALYD thread. It makes for some good reading. Take note of their client list: E.I. Dupont DeNemours & Co., 3M Corporation, British Airways PLC, AER Lingus, Ltd., Nabisco, Inc., R.J. Reynolds Tobacco Company, Smith Barney, Inc., GE Capital Global Consumer Finance LTD, State of New Jersey, Thomson Consumer Electronics, Ingram Micro, Northern States Power, Whirlpool, GRE Insurance Group, Bankgirocentralen BGC, United Guaranty Insurance, and the Texas Teachers Retirement System. I think that list explains why Q1 is supposed to be another 40% growth quarter for ALYD ($6.2M --> $8.7M, with a nice profit). ALYD thread: 207.183.153.206