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To: SJS who wrote (8385)4/28/1999 10:46:00 PM
From: drsvelte  Read Replies (2) | Respond to of 14427
 
Steve:

It was at H & Q. I sold TXCC @ 45 and am looking to jump back in.

From what I've been able to discern, AMZN's CC was not well received, so I suspect the Nutz will carry techs lower - at least in the AM. Maybe a recovery in the PM, or perhaps we wait 'till Friday or Monday???

I am still long VTSS - my wife sez that is one of the most unusual charts she has seen! Other current tech longs are: CMNT (yes!), CLST (eecch!),PRGN and INTC. I picked up some LSCC and NEON on their respective selloffs. Way long in the OS with MRL, GLBL, DO, RIG, FLC, SLB, and UFAB.

I am looking at the software companies now - they have been hammered on the "Y2K slowdown" conjecture, yet we are now almost halfway thru 99. Looking to buy SEBL and also a nibble at Oracle, Compuware, and AGS.