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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Dataminer1 who wrote (7215)	4/11/1999 9:19:00 AM
From: JZGalt	of 18929

Bill, All of these companies are "phasing out" y2k contracts. <grin> Anyway, no matter what the backdrop of the business, CHRZ is being tarred with the "y2k company" brush right now and that isn't going to change for a while (1 to 2 quarters). When they recover you guys will reap the benefits of these prices. I've bought SAVLY, HYSL and DCTM in this beat up "y2k" related news backdrop but haven't had the guts to go after the direct installers of the software or the technology consulting houses. Holding dry powder for ORCL, SAP, ITWO, PSFT, etc. I'd like to see a real panic set in before I start these positions. ---- Dave

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