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To: Michael Davis who wrote (13878)	5/15/1998 7:34:00 PM
From: Tech Master	Respond to of 17305

Michael- ORCL has a wall at 27 that it can't break through yet. Once it clears 27.... its smooth sailing towards June 17 earnings and 30+... Watch for the beginning of strength next week with ORCL.... Tech Master

To: Michael Davis who wrote (13878)	5/15/1998 10:04:00 PM
From: Andrew Vance	Read Replies (4) \| Respond to of 17305

AV--you are ahead of me on ORCL since it has yet to make it back on radar. I am looking for just under $25 before putting it back on radar. At that point I will be looking for a positive uptick to around $28 as a sign for re-entry. I have not been too keen on the software companies with the exception of some of the YR2K guys which really is in a different league. Believe it or not, the Telecommuications sector is where I am now doing the most amount of research for opportunities. Don't laugh but I think T is looking pretty good to me, even if it seems to be faltering after a nice run. This market segment is exploding in multiple directions and looks ot be the next real wave of profitability. whether it is infrastructure installation (MTZ or DY), wireless communications (QCOM, Nokia, MOT), Telephony companies (SBC, WCOM, MCIC, FTEL, ICGX), Cable or satellite providers, and a host of other inter-related entities, the move it definitiely toward data transfer, data warehousing, and data access through telecommunications. With all this said, the software to run this maze of capabilities will also be needed. This is where the ORCLs and such fit in. I just do not see it happening yet. ORCL plays a big role under this umbrella of telecommunication (or maybe it should be called information, data, and voice interconnectivity). Andrew Unless we get a 1/2 pop in after hours, can I assume that the AMAT37.5 CALLs are worthless. I dare anyone to call away my stock now.<GGG>??? The same guy I spoke with relative to AMAT has an interesting June play. Tell me this isn't weird, Sell Naked YHOO Jun105 CALLs at 16.5 and buy Jun115 at 9.5 for a net gain of $7 per contract. Not that it is what he suggests to execute but the intraday volatility could actually create a nice spread based on the premiums associated with YHOO. You stand agood chance of locking in a spread that is guaranteed profitable if you strongly beleive the stock is going below 115, which is what I think will happen. I might just wait for a nice intraday high to sell a few contracts and then leg in on a bad low day for the purchase of a CALL. At least I have all weekend to ponder this. Andrew