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Technology Stocks : Clarify - upside to EPS -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (1011)	4/8/1999 12:22:00 PM
From: Jon Stept	Respond to of 1062

Trader Dave, re:"That is EXACTLY what I think..." Hi Dave, Thanx for the response. Yeah, there are a few undervalued markets out there and they will all have their day in the spotlight. For example, the webcasting market was pretty stagnant, and then in just the past two weeks it has been in the spotlight. The action that shined the light in that sector was the Yahoo acquisition of Broadcast.com. Now all the related companies are spiking. Maybe PSFT or other companeis will pickup companies in these new growth areas??? Real estate on the web... some stocks out there I am monitoring, but have not entered yet. My strategy is to wait for that watershed event that shines the light, then hop on after that. I probably miss a nice part of the run up, but I can put the cash to work in other places in the meantime... it's a tradeoff. With all these markets, there is no doubt they are a continuation of the internet and automation boom and will save customers money...timing seems to be the hardest part... no? Thanx for you response and good luck!! All in my opinion. Jon :)

To: Trader Dave who wrote (1011)	5/28/1999 4:58:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 1062

Trader Dave, Hi. Past few days have been interesting... no?.... Clarify since Thursday, 5/26, Clarify has been showing strength against an end-of-tech sell-off and rebounding sharply. Friday's volume was unusual 4X average on about a 15% increase in price. Only one other one in the sector I saw with volume increase was VNTV, but it was negligible. Price increase in sector could be attributed to recent selloff, but I don't think this the case for CLFY. Volume increase is also surprising given 3 day weekend. Definitely worth noting and possible start of a breakout. Just my opinion. Jon :)