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Technology Stocks : Information Architects (IARC): E-Commerce & EIP

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To: Mark Jurik who wrote (6732)	7/3/1998 10:55:00 AM
From: Larry Brew	of 10786

Mark, << Y2K performance -- my 2cents >> I see little corporate concern. The belief is that in house fixes are to be a minimal effort. Like JDN, I believe management is everything. I've gone down with the best before over management. AYLD hasn't been around long enough to show it's track record, but I do keep in mind the entire sector stinks, therefore I see their management as an unknown. If in house fixes prove to be a viable solution, Y2K investing may be a loser. If not, these companies will be even stronger than today's internet providers after 2000. It's a risk I'm sticking with. I once owned AOL and dumped them because they stink. Would I ever like to own a piece of them and Yahoo today at last year's prices. I thought the communications industry would blow them out of the water. Shortsightedness on my part as those copper and fiber companies need to buy their technology. Back to ALYD. Sticking by them. A real problem or not just may not matter. The political war over Y2K can make them a winner either way. Go Gingrich vs Clinton! Larry. --- Guess that was more like my 4 cents. :-)

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