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Technology Stocks : Data Dimensions
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To: Jalali who wrote (522)4/4/1997 5:59:00 PM
From: Warren Gates   of 4571
 
Keep it up Jalali, but don't make it too obvious. I still like to go big time short on all these Y2000 by the end of the year, so I hope they haven't all deteriorated yet.

To summarize, all these Y2K plays are like 2 year options where the premiums are ridiculously expensive. The question then now is, would you rather pay the premium or pocket it? Would you rather buy into the dream or sell the dream?
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