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To: DanZ who wrote (18132)	12/30/1998 2:04:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

4 telcos, and a few others: - 4 telephone companies to watch: 1. NXLK - Nextlink, McCaw's CLEC, old favorite of mine. shot from 24 to 30 today before settling back 27-28. this stock has habit of moving in big chunks, think this might be the start of such a move. 2. HYPT - Hyperion Telecommunications, shot from 11 to over 13 before settling in high 12s. a personal and z holding. target 14-16. This stock made a big move a few weeks ago, then settled back and tested 11 support. test seems sucessful, and this stock too moves in big chunks. 3. FRO - Frontier - nice combo of long distance, cellular, and regional phone services. stock in 33s. was one of JP Morgans' picks for 1999 which just came out. cbs.marketwatch.com Someday this stock will be taken over for a big premium. 4. BLS - Bellsouth - quality holding. stock just split, strong RBOC in fast growing south. it and USW (US West) are the only RBOC of the original 7 that have not combined with other co. SPTR- Spectran - Fiber optic mfg, crashed few weeks ago down to low 3s on loan covenant warnings, then announced manufacturing alliance with LU. stock bounced back to 5 +, then came down to support today at 4. mid 5s look possible. SFSK - Safeskin - nice move past few days from 19s to 24s. latex glove mfg. got creamed on good earnings, possible inventory build-up and downgrade. move may be over. look for entry near 20/ PSFT - 19-20 - cheap, deservedly so. but may make huger move soon. EDS - computer services co. has triple top at 50 going back 2-3 years. now at 49. looks like it will break triple top and run to 60-65. Is Merrill"s?? top pick of 1999. Will get huge biz from Y2K work. Is one of the best in the biz. Also just signed mega combo deal with MCI/WCOM - sharing of services. I have hated this stock for a long time. bot some tuesday. NOVL - great pattern, should have bot it at 10, 12, 14, and 16. now 18+ AOL/NSCP - watch move on 12/31 when index buying should occur. AOL, YHOO and MSFT are the 3 musketeers of the internet age. there are many pretenders, (AMZN, EBAY, etc), but these 3 have the inside track. 3 cheapie oil companies: RCC, CRK, KEG $3-4 Range. yup, oil sucks. yup, these are cheap. good luck all. Larry luck all. larrry

To: DanZ who wrote (18132)	12/30/1998 7:15:00 AM
From: Ron McKinnon	Read Replies (2) \| Respond to of 53068

Dan, ASHW OK, so I'm biased, own a ton, added more yesterday; betting the farm on this one no need to go over the fundamentals again; super strong balance sheet; no debt, trading at book, has earnings which have fallen but have a decent chance for a rebound if management can get their act in place exchange2000.com yesterday just about every technical indicator turned on it the big seller of last week seems to be done after the big drop last week volume fell each day, but is going up now as it comes off the low; a good sign yesterday 90% of clothing companies were solid and most retailers were strong as well for sure there is a possibility this can fall back some from here but I think this has 20-30% in it within a few days/weeks; and a real possibility to go 50% if there is any good news or short covering over 5 it gets back in the margin range; a two edged sword tax selling done entering the best season of the year for golf look at a 5 year chart; every year this has been much higher in the Spring then in Dec I honestly think we will see 6.00-6.50 (20-30%) in the short run and a real possibility for 8-10 by March/April (60-100%) and if they get off the stick and do a .com, which actually makes a great deal of sense for them, unlike many others, then we will have hit a hole in one I don't often "push" stocks here but do think this is one for all to consider

To: DanZ who wrote (18132)	1/1/1999 12:33:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 53068

Dan ASHW am going into my "work it mode" on this one looked over my records have bought a total of 29,000 on this one peaked at 20,000 the other day down to 16,000 right now got +$6900 on the 13,000 I've sold, or about a 1/2 gain avg am in on the ones I have left at 4.73 so have a 12,800 gain on my holds right now at fridays close this is a very big position for me, I'd like to start triming back, and make sure I do not give back the hard earned gains want to see how it acts on Monday but right now am thinking that I will sell off 1-2K on each 1/8 rise from here (that would be up 20% from my avg buy) ; unles it is real strong on Monday, will sell heavy if it does not hold at/over 5.50 and buy back if it drops to the low 5's I still think that this has a lot left in it but you know me, I'm not willing to lose a gain by being greedy for more