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Technology Stocks : Data Dimensions
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To: Pete Mason who wrote (2553)8/4/1997 11:45:00 AM
From: CalculatedRisk   of 4571
 
Pete, I still believe its too early to short most Y2K companies (except ZITL), although, I think DDIM is a safe short right now. I am patiently waiting for a good entry point - and we are close! But I think it is a mistake (as some on this thread have suggested) to expect Q3 to be bad - it will be another strong quarter for DDIM.

If I was short, would I stay short? Probably. IMO, making money is inevitable - and "inevitability" is essentially the definition of any good value investment.
Best Regards,
Bill
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