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

To: Nanda who wrote (11011)	4/15/1998 11:10:00 PM
From: Eric Maggard	Respond to of 13949

Nanda and Paul, Thanks so much for your discussion. I am learning from you, and would like to learn some of the tools and DD you two seem to have. I have a question about CNDR. In my DD on the stock it seems very undervalued and a good bet to follow in some of the others foot steps. Could you give me your reads on it? TIA Eric

To: Nanda who wrote (11011)	4/15/1998 11:23:00 PM
From: baggo	Read Replies (1) \| Respond to of 13949

Nanda, Do you base your "fondness" for CBSL and IMRS on market caps relative to it's brothers and synters? During the last conference call didn't IMRS state they were saturated with y2k work and wouldn't be entertaining more? Is this worrisome? I, too, want to know why TAVA is so quiet. I feel they still have the most "pop potential" of the y2k's I own. Thanks, Brice

To: Nanda who wrote (11011)	4/16/1998 8:38:00 AM
From: John Sikora	Respond to of 13949

Nanda, KEA Earnings***** biz.yahoo.com

To: Nanda who wrote (11011)	4/17/1998 2:49:00 PM
From: paul e thomas	Read Replies (3) \| Respond to of 13949

BUYS BY SMARTEST MUTUAL FUNDS IBD initiated a new study in the 4/17 issue which shows the stocks that the best mutual funds have bought recently.There are about 350 stocks listed. The mutual funds are only those funds with at least a A- rating. IBD tabulates only those stocks with the high EPS and Relative price strength ratings. Among the top 25 stocks there are 5 y2k service providers(SYNT,IMRS,MAST,CBR,AND CBSL.The table shows the $ invested by funds that didn't own the fund before.New IMRS purchases are 26 MM$ while 12mm$ was added by mutual funds previously owning.The total new purchases of the 5 stocks is 39 million $ compared to 35mm$ added by funds already owning.1 fund bought SYNT for the first time 3 bought each of the other 4(not necessarily the same funds bought each stock)The new purchases of IMRS account for 2.5% of the market capitalization.THE IBD STUDY CLEARLY SHOWS THE SMART MONEY IS NOW GETTING ABOARD THE Y2K SERVICE TRAIN.NANDA IS THE ENGINEER OF THE TRAIN.