Humbly report, All, Who's Who in Israel's Y2K Industry:
globes.co.il
(Note: FORTY is not mentioned, though CRYSF and FORSF, both listed, are its subsidiaries.)
Please note the other y2k links in this Globes Arena y2k feature.
__________________
Mike, my thoughts mirror yours.
TAVA and CCSI are my largest holdings as well. Have a lot of CMND, COGIF and FORTY, some ALYD, SEEC, SPNSF, TACX, and UBIX.
Sold CBSL, IMRS, MAST, and SYNT way early, got TAVA instead back then.
In retrospect, with the exception of SYNT, it doesn't seem like it was such a bad idea:
tscn.com
Like many, I'm hoping CMND is a mini-SYNT.
COGIF is in a very strong position in Canada (behind US in y2k) and recent acquisitions point toward a strong post-y2k future. May languish 'til next earnings, due unknown impact of the acquisitions?
In my portfolio, FORTY looks like the best example of the large insider ownership you speak of, and seems the safest Israeli y2k play to me.
Nothing like TAVA in my book though, from here on. If I were to pick just one, TAVA would be it - hands down.
Here's to the next six months!
Cheers,
Svejk
(GL-15 applies: digiserve.com ;-) |
