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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: paul e thomas who wrote (7744)11/17/1997 7:42:00 PM
From: paul e thomas  Read Replies (1) of 13949
 
VINDICATION OF A BELIEF

As I have chronicaled here I have been increasing my investment in IMRS all the while the market was dumping the stock.During the last 3 days my total portfolio has increased in value by 105m$. I am not saying this to brag but rather to encourage others to carefully follow a few stocks and be aggressive when your instincts tell you the market is wrong. I quadrupled my position in IMRS since 9/1 when the price was 32 1/2 because I believed I understood the company well and felt it was a stronger company than the market realized.I now believe there is another Y2K company whose competitive position is even stronger than IMRS. It is TPRO. I need to study this company at length. fortunately Cheryl has done a superb job of catalogueing a storehouse of details about TPRO. I bought 2500 shares today and will be buying more when my margin availabilty and knowledge permit me to do so.
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