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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (16986)2/15/1998 8:57:00 PM
From: SE   of 50167
 
Ike,

I wish I could respond in a well thought out argument that covers the Y2K problem completely, however, I cannot. I don't know that much about it other than the potential horror stories that I have read in the papers. It appears to me however, that the sector is beginning to heat up and I was beginning to think about it a bit more because of that. I am between not really caring about it to thinking well, if they are correct, there are stocks that are going to explode. My thinking is that even if it is not as big a problem as it is laid out to be, then there still may be companies that do well. The four or five I am looking at are:

ALYD
IMRS
CPWR
CDO
TPRO

There is a universe of Y2K companies out there. My inclination would be to invest in those that have something besides Y2K in their portfolio...such as CPWR and CDO. Everyone is on the bandwagon and I believe about every company offers some type of remediation expertise, or so it seems.

I asked an expert to come on this thread to discuss this topic and he referred me to the following indicating that they cover the topic in detail with links to all sorts of articles.

207.183.153.23

207.183.153.23

I wish I could offer more of a substantive opinion. If you do look into this at all I would be very interested in your thoughts. In the meantime, I enjoy your thoughts and appreciate your time spent. If I look into it further I will certainly come back here and offer my opinions.

Thank you,

-Scott
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