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Strategies & Market Trends : Roger's 1997 Short Picks
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To: James Connolly who wrote (7705)12/2/1997 4:54:00 PM
From: CatLady   of 9285
 
My opinion, the bottom tier of Y2K companies are done. The top tier, which might include Keane, WhitmanHart, CapGemini, ie. the real consulting firms, will be looking good for a while.

The hypesters seem to have run out of fresh audiences and moved on.

Maybe the quick rule of thumb is, do they claim to have a Y2K silver bullet? If so, likely short candidate.

I also look at TA for a chart breakdown before any substantial investment.
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