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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: David Eddy who wrote (8077)11/25/1997 11:36:00 PM
From: Pancho Villa   of 13949
 
David: this is precisely the point! You are 300% rigth1 People have been arguing about the size of the y2k fix market as the key issue in valuation.

Who cares if it is $999,999,999,999,999,999,999,999

The bottlenecks are people (both technicians and managers, with the latter being probably the one most worrisome) and TIME about 110 weeks to the big day! of course there are companies that do not have these problems but many do. Some will even get contracts but won't deliver. Many will get sued. I am sure some of the scared people with their "neck in the line" working for some of these outfits understand what I mean. Many will take the money and run.

Pancho
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