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To: Dale Knipschield who wrote (13866)	5/15/1998 1:37:00 PM
From: Tech Master	Read Replies (2) \| Respond to of 17305

I'm looking for more follow though on ALYD on Monday.... no formal announcement yet of new executive staff until next week... IRSN may follow through next week as well... the traders have been moving it all around today... but it is behaving nicely right now.... We could test 52 week high later today or next week. Tech Master P.S. I'll do some DD on PSEM P.P.S. Keep an eye on TAVI and CGLB

To: Dale Knipschield who wrote (13866)	5/15/1998 1:52:00 PM
From: Andrew Vance	Read Replies (3) \| Respond to of 17305

AV--I am not too sad about the PSEM pop either. However, I regret not buying more of the IRSN when TM first mentioned it. Regrettably, I should have bck it a great deal more expecially with the cash position but I did not feel good about the sector, in genral. Either way, good call to both of you (Knip and TM) Jeff-I followed the links to the prize and was amused. However, it has a vein of truth and we have been trying to leverage that type of herd mentality into profits here. We see the scam, spam and hype and have either not got involved or reacted prior to the breakouts. The problem is to pick the ones you are comfortable with. ENMD was mine while BAAT, DGIV, and a few others were leveraged by other member of this thread. ALYD-I am glad I took the defensive block purchase at ~$12.6875 and am going to move the auto-exit to $18. This will allow the President thing to have room for positive response. However, I will be keeping an active eye on it. Patrick-Loved the link. I ned some "new stock", especially the free kind<GGG>. Going with the flow, I am waiting for an appropriate time today to average down ADPT, PAIR, and IDTI ASYT, while at the same time add additional WFR, MTZ, and CYMI shares for long term appreciation possibilities. The mindset here is for 18 months Capital Gains Taxation around Jan 2000. I always take profits when presented so any good run up will be dealt with along the way. But based on the timeframe consensus for the tech sector recovery, I am looking for some January 2000 stock sales at minimal taxation rate to allow an early portfolio rotation to start the new Millennium. By no means are these short to mid term purchases. This is an investment strategy courtesy of ENMD. Andrew

To: Dale Knipschield who wrote (13866)	5/18/1998 5:55:00 PM
From: Kachina	Read Replies (1) \| Respond to of 17305

A quick note - FWIW - This memorandum is to notify you that on May 11, 1998 the computer system that controls the placement of assets for all participants with money deposited into the Automatic Switching Option (ASO), generated a signal to move all assets into a conservative position. The movement of all assets from the AIM Constellation Fund to the AIM Money Market Fund will be executed within 48 hours. These guys have been fairly right in the past. The last year they have been off though. So ...