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

To: Nanda who wrote (11129)	4/21/1998 12:54:00 PM
From: John Sikora	Read Replies (1) \| Respond to of 13949

Nanda, CHRZ down $ @ 45...Perhaps the street was looking for a better #??... john

To: Nanda who wrote (11129)	4/21/1998 12:59:00 PM
From: Risky Business	Respond to of 13949

Nanda, I sold CHRZ this morning when I saw it dropping from 50, got 6 points out of it from april 7th, was hoping for a better reaction to their earings report, se la ve. Will add CMND and COGIF with my proceeds. BTW, what's your opinion of COGIF? Im in that one for the long haul. regards risky

To: Nanda who wrote (11129)	4/21/1998 6:26:00 PM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

CHRZ In a day trading attempt I bought CHRZ at open @ market and filled @ 50 1/8. I was surprised at early market reaction to financials. I fortunately got out at 48 7/8 so damage wasn't painful.While I thought the financial results were respectable on a year over year and sequential basis the market didn't as they didn't exceed the analyst expectations. This is worrisome as I believe a lot of the tool providers will be hard pressed to do as well as CHRZ. I was not impressed,however, by the analyst conference.CHRZ still is too vague as to how they are going to replace any where near the 31% of their current revenue that Y2K now represents.TO me their efforts to exploit their post 2000 opportunities are too little too late.