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Date Posted: 19:11:44 01/02/00 Sun
Author: Jay
Subject: Re: Our picks.
In reply to: Marty 's message, "Our picks." on 11:16:24 01/02/00 Sun

my nickel's worth:
XLTC - killer technology, cheap, momentum & a takeover possibity. Expanding earnings & THE NEXT REPROT IS DUE in Jan.!!! Buy & hold or my persoanl blue light target is 15 & initial hard look is 16.

sold IMAN mid 30s. Looks to be stuck.

SAGI - a hold as hi tech panels & flat panels are exactly where everything is headed, already there in the comm'l. world. Own the business. have asian OEMs locked up. Exactly the kind of purchase co.s & people put off til 2000+ as Y2K focus & Y2K spending tookover & lack of year end spending choked off the purchasing of such as this. Anyway, I did sell 1/2 in 20s 7 will wait til it bases to add more.

LTWO - total 1st qtr 2000 speculation. Buy at whatever 7 hold. Dump on any pop. A report I told ya about usually is good for a 3 - 6 month 100% pop on its picks & this 1 had a window of 3 months or 1st qtr 2000. total speculation but a decent business.

EFNT in mid 60s. Ya'll remember this 1?

Of the Harmon picks, I have targeted for ASAP Monday premkt in order of preference:
USIT
SPYG
PCNTF
NETP

over on ther RB - efnt board a poster (?) LB I like his ADSX pick.

good luck & SUNW is ready to harvest.

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