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Strategies & Market Trends : Roger's 1998 Short Picks
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To: long-gone who wrote (18530)12/29/1999 4:42:00 PM
From: BelowTheCrowd  Read Replies (1) of 18691
 
I actually agree with Wexler on this one. The Y2K opportunity is likely to be in the computer makers whose sales are currently suffering. Once the Y2K-related spending slowdown is over, these are likely to bounce up nicely. I'm guessing that IBM and others have overstated the impact, "just in case." We could see things coming back VERY quickly.

mg
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