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To: Ron McKinnon who wrote (18145)	12/30/1998 8:01:00 PM
From: Larry S.	Respond to of 53068

ron, easy to get "over-netted" there are a lot of other stocks out there. playing the big movers in the nets is a high risk, high reward , fast paced action. requires a lot of attention, as you well know. Our styles are quite different. I still have a faint relationship with value investing, with a good smattering of TA and FA. As i posted earlier, my buygoodstocksandholdthem portfolio is up 38% YTD, my trading acct, with MANY entries, is up about 8%, after being down almost 50%. Today I find value in EDS, U/ALK/LUV, LSI looking attractive, CBS looks ready to bust out big time, TWX ditto. AOL/NSCP pick of the litter in internet plays IMO, with YHOO not far behind. the rest of the crazies are like a hot date - great for the evening, but not lasting relationship material. It is my intent to sell all my Z stocks during the day tomorrow. Whatever I (Z) own at end of day will be sold at the closing price. I would like to buy some right back for the 1999 Portfolio, assumming that i can buy tomorrow's close for Monday's open. In particular, I expect AOL to jump as it officially becomes a part of SP500. Much thanks for the great job that you have done on the portfolio, your soul-searching posts, and the friendship we have shared. looking forward to more of the same in '99. Since you're such a good bud, i will give you in confidence the secret to successful investing. ready, no peeking, okay. buy low, sell high, unless you're short. ggg larry

To: Ron McKinnon who wrote (18145)	12/30/1998 9:56:00 PM
From: DanZ	Read Replies (2) \| Respond to of 53068

TIE, ASHW, CMOS. Ron, TIE may have put in a double bottom in the low 7 area today and it closed right at the middle daily bollinger band (20 day moving average). If it moves through 8 1/8, I think it has a good shot at 8 3/4 to 9. I may buy a little tomorrow as well. ASHW closed above it's middle daily bollinger band today. The next resistance for this stock is between 5 3/4 and 6 and it should have support at 5. Thanks again for the write up on ASHW yesterday. I agree with everything you said about it. CMOS closed up 3/4 today to 17 5/6 and looks like it is on target to reach my target of 18 1/4 to 18 1/2.