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To: Dale Baker who wrote (2759)1/22/1999 9:42:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Friday moves....sold USRF at the open, buying TNO and MXTR (again). E*Trade trade reports way behind as usual. MXTR had blowout earnings.



To: Dale Baker who wrote (2759)1/22/1999 11:24:00 AM
From: TapconRespond to of 118717
 
>>What else do you like right now?

I love BVSN and have been in it for over 18 months. I think it has excellent management, but I'm getting concerned it is WAY ahead of itself now. They report earnings Jan 27th and it looks like everybody is expecting it to beat their whisper number. The stock is included in an internet stock index and for that reason could suffer when the internet bubble pops. But definitely like this company long term.

PWAV has done real well for me in the past 12 months. Had a big run up this week. They may be a good long term play, but the market is making me nervous these days, so I've got a sell in on it now, hoping to get out and back in later.

I have also been watching VOCLF, VocalTech, the Internet telephony leader. They had a moon shot last year but have started to move back up. Internet telephony was a disappointment last year but there have been some big players like Lucent and VOCLF agreeing on interoperability. Several other big names like Intel and Compag (I forget exactly who now)just came on board in the past month. Deutch Telephone bought into VOCLF at 21 a year ago and they are still under water. I don't have any of this, but I'm watching it daily.

I also think MOT is looking much better than a year ago. If I can in at around 64 I think I'll jump in again.

At this stage, I'm getting real nervous about this market and want to move into some REALLY conservative stuff.