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

To: Jeffrey S. Mitchell who wrote (12401)	7/17/1998 5:07:00 PM
From: JSI	Respond to of 13949

Jeffrey, very interesting. Would be interesting to see what TAVA and PTUS look like if you start 1 month back. JSI

To: Jeffrey S. Mitchell who wrote (12401)	7/17/1998 5:17:00 PM
From: bob	Read Replies (1) \| Respond to of 13949

Jeff, CMND: Pre earnings PR hit it today. Needs a damn good CC call. Sold for an internet play next week. PTUS: Up nice in the past week. Earnings on July 23 after the close. Holding and possibly adding next week. TAVA: Out at this time. Two months till they announce earnings and the short Bills have invaded the thread. Pinko MIA.

To: Jeffrey S. Mitchell who wrote (12401)	7/18/1998 6:43:00 PM
From: Peach	Read Replies (1) \| Respond to of 13949

Latest message from Ed Yardeni - Y2K CONFERENCE: Join me in making August 19, 1998 GLOBAL Y2K AWARENESS DAY. On that day there will be only 500 days left until 2000/01/01. I will host a live, marathon Internet audio COUNTDOWN 2000 CONFERENCE all day with some of the world's top Y2K experts. Conference details: yardeni.com Global Y2K Awareness Day: yardeni.com Y2K TV: I will be interviewed by Matt Lauer on NBC's TODAY SHOW about the economic implications of Y2K on Monday, July 20, between 7:00-7:30 am in New York. Y2K MISC: I draw some parallels between Star Trek and Y2K in an article appearing in the latest issue of the Harvard Business Review. A video of my June 2, 1998 C-SPAN speech is posted on the Federal Reserve's home page. Harvard Business Review: yardeni.com Video: bog.frb.fed.us OTHER TOPICS: In my latest GLOBAL PORTFOLIO STRATEGY, I argue that the stock market is overvalued, but it could get even more overvalued in the next few months because the flow of funds is so bullish. In my latest GLOBAL ECONOMIC ANALYSIS, I explain why I believe the worst is still ahead for Asia. GPS & GEA: yardeni.com MOVIES: "Something About Mary" is hilarious...a great diversion from Y2K, Asia, and Monica. Please forward this message as appropriate. Thank you, Dr Ed

To: Jeffrey S. Mitchell who wrote (12401)	8/13/1998 9:28:00 AM
From: Sonny	Respond to of 13949

ANLY brokeout yesterday beautifully on huge volume ... FYI. regards to all, -/Sonny.

To: Jeffrey S. Mitchell who wrote (12401)	11/17/1998 1:17:00 AM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 13949

Re: Y2K Stocks, a 8 month recap About eight months ago I started a portfolio here on SI to track 40 Y2K stocks. Here is a summary of how they have fared. Needless to say the sector continues to decline. Note: Each stock was initially valued at $10,000 HIGH FLYERS ---------------- None MONEY MAKERS ---------------- MERQ 12,452.50 CPWR 12,096.00 HELD THEIR OWN ---------------- None HUNG IN THERE ---------------- TPII 9,655.24 SDS 9,522.56 MAST 9,327.50 CDO 8,712.00 SPNSF 8,632.81 LOOKING FOR DIRECTION --------------------- ISLI 7,797.00 (bought out; no longer trading) TSK 7,609.38 KEA 7,459.38 ZMAX 7,406.56 DDIM 7,224.75 PLAT 6,862.00 COGNF 6,649.50 TAVA 6,157.69 DOWN AND OUT ---------------- COGIF 5,601.75 SPRI 5,528.25 VXTK 5,460.72 CRYSF 5,232.50 ANLY 5,196.38 UCMP 5,099.25 CHRZ 4,765.94 SEEC 4,582.50 IMRS 4,173.63 SYNT 3,930.25 ALYD 3,518.75 TSRI 3,434.00 DOGS ---------------- CSGI 2,932.88 AGCR 2,743.92 VIAS 2,394.25 ZITL 2,388.00 CMND 2,064.38 MIFGY 1,820.00 DSYS 1,678.88 ACLY 1,457.50 SAA 1,311.00 IAIC 1,306.81 PTUS 541.94 TOTAL: $220,561.35 The portfolio: techstocks.com - Jeff