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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Carole who wrote (5084)	5/23/1998 11:42:00 AM
From: Sandra	Read Replies (4) \| Respond to of 29382

Carole, What concern me too, is my bank is closed today....because of the satellite problems. Imagine if this starts to happen frequently.. What alternatives do we have? I hear the new people that are being hired in some businesses are being trained, to back things up on paper. Thursday..for me...no pr newswire/ some quotes/ no pager/ no acsess to account status at bank/no gas from Shell gas station/ >gg< and I basically stay in the little world of home with my family..... Certainly has got me wondering about year 2000 problems!.... Sandra PS forgot to add no acsess to station guide on TV/ with americast...and Taco bell was closed for repaving of the parking lot for lunch!! >gg<

To: Carole who wrote (5084)	5/23/1998 3:37:00 PM
From: Phil Jacobson	Respond to of 29382

Carole, Network security could be a good play. Glad Clinton's doing something for me for a change! I've got some NETA, a good company that's been getting clobbered in this tech tailspin (formerly McAfee Associates). I consider NETA a core holding and will only add, not subtract unless there's a real debacle, like what's unfairly happening to my ex-shares of long term holding LOR. Software stocks got totally whacked last week, who knows why - could be collateral damage from MSFT? I think there's a lot of undervalued companies left in the wake of what happened. One of my favorites, Saville Systems was in a trading range around $50 a couple weeks ago and is now at $39 for no apparent reason. I just verified there's nothing obvious that went wrong so I'm buying more. As for network security stocks...if the recent large downturn is over and people are ready to cycle back in (questionable) the Clinton speech could add fuel to any cyclical rebound. Some good bargains (well, bargains compared to recent highs) appear to be out there right now. NETA - see above. #1 in biz. Will split 3/2 end of next week. Using my "can't miss" crystal ball I predict it will either rebound next week or continue on a bobsled run to oblivion... SYMC is #2, also good, just did a deal with IBM. Also recently clobbered. SCUR - mentioned as a takeover candidate. Wouldn't count on it. CYBG - another potential takeover SOLLY - far below recent highs. CHKPF - is in process of finishing an involuntary 2/1 stock split (half the price without getting more shares). Phil