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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: waldemar cyranski who wrote (20805)	7/19/1998 12:57:00 AM
From: Y2k_fan	Respond to of 31646

OT. I personally believe that the recent bull run is a sign for bubble about to burst. The fact is, 80% of the stocks in the market are dropping. Dow and NASDAQ are driven up by unrealistic runs on few stocks like DELL, CSCO , YHOO, other internet stocks and blue chip stocks like GE, MSFT, BAC and CCI... Those stocks have very high number of outstanding shares, and are driven the entire market indexes up. All scared money flow into those hot stocks. But once the buying frenzy dried up, one bad quarter for those blue chips will kill the market. I am now vastly reducing my margins and preparing for the rainy days. I believe that the future for the market is bright. It just comes too quickly and too unbalanced.

To: waldemar cyranski who wrote (20805)	7/19/1998 1:23:00 AM
From: JOHN IACOVACCI	Respond to of 31646

My opinion of why these Y2K stocks have not been performing TAVA included is for a number of reasons. Y2K's exploded ahead of valuations. TAVA ran to 14+, VIAS 65, ACLY 28, PTUS 32, SEEC 37, etc, etc. These are only 5. When valuations went so far ahead of stocks disappointing numbers and excessive short position caused these stocks to fall. Some like VIAS 15+, ACLY 10, PTUS 3+ way below proper valuation. Does WS believe in Y2K yet and the market after 2000. That is one problem. Another is small cap stocks have not joined in rally all year. Y2K starting to heat up. PTUS up from 3 3/4 to 6 7/8. This is not smoke and mirrors. The revenues are flowing into the sector and prices will rise.