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

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To: BM who wrote (13916)1/5/2000 2:41:00 AM
From: Jeffrey S. Mitchell  Read Replies (2) of 13949
 
Re: Y2K "Winners"

Just checked my representative Y2K portfolio for the first time in over a year and here are the results. Note that I started the portfolio on 3/16/98 with 40 stocks worth $10,000 each, so any stock trading for more than that is a winner. The rest are (censored). (g)


(Only CDO was split adjusted; not sure if any others had splits)
MERQ 56,842
CDO 33,396
SPNS 18,906
COGN 15,578
CPWR 15,120
UCMP 11,669
CACI 10,264
--------------
MAST 8,327
CRYS 7,735
CBSI 7,440
SDS 7,425
VXTK 7,078
COGI 6,468
KEA 6,279
SYNT 5,135
IARC 5,120 (formerly ALYD; now into XML)
ZMAX 4,001
ANLY 3,502
TSK 3,500
SEEC 3,399
TSRI 3,156
CHRZ 2,967
TPII 2,369 (new mgmt; 1-25 r/s)
IMRS 2,340
SPRI 1,887
VIAS 1,884
DDIM 1,625
ZITL 1,455
SAA 1,393
CMND 1,330
CSGI 1,152
DSYS 1,068
IAIC 631
ACLYE 564
PTUSE 53
AGCR dead
ISLI acquired
MIFGY acquired
PLAT acquired
TAVA acquired

- Jeff
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