SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Data Dimensions
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TA Trader who wrote (2935)8/31/1997 10:31:00 PM
From: Druss   of 4571
 
TA Trader--I feel you are correct about Keanes position as a Y2K player. At this point I simply find I cannot assess the potential market. While CA, KEA, and IMRS are doing some very impressive business (with a few other companies) a large number of the companies purporting to be Y2K players are showing little in the way of contracts.These companys dispite the lack of business are showing extremely high valuations. In view of the present trend in Y2K my assessment is that some companys are going to make a great deal of money in the field, these companys seem to be in the process of doing so. Other companys have been the targets of speculators who hope their percieved magnitude of the problem will drive increasingly desperate customers into their choices waiting arms. The stocks accordingly sport speculative valuations.
As time has gone on I still see the companys that were drawing the lions share of business to continue to do so, the other companys languish as they have been.
All the Best
Druss
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News