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To: Lucretius who wrote (3734)10/5/1998 2:00:00 PM
From: PnclNk  Read Replies (2) | Respond to of 14427
 
LT,

Don't see any info on INTV being a Y2K play, they seem to make automated call processing equipment. Just one note from their last 10-Q: "Telco sales increased, in part, due to a sale of $4.0 million to a Venezuelan telecommunications company during the first quarter of fiscal 1999. No other customer accounted for 10% or more of the Company's total sales." Not a good sign IMO.

BTW, a Barron's lady just mentioned the IMF selling gold as a possibility. Should I panic and sell all gold stocks?

Pencil Neck



To: Lucretius who wrote (3734)10/5/1998 2:06:00 PM
From: wlheatmoon  Read Replies (3) | Respond to of 14427
 
Looks like a rally this afternoon? I need another rally to make more purchases. Found some coins under the couch cushions.

Anyone with solid put plays if we rally? I like XRX if it runs back up. Traded it for nice gains from buying and selling put options after the crazy run up on Friday. Would get back in if it runs up to 85 range again.

Not sure where the rest of the market is headed this afternoon. Seems like a little rally in place.

mike


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