Roger's 1997 Short Picks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Roger's 1997 Short Picks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Roger A. Babb who wrote (4632)	8/11/1997 5:58:00 PM
From: ItsAllCyclical	of 9285

Roger, regarding y2k stocks. While I still believe there is a lot of hype and the problem will not cost $600 billion, I do not believe we are going to see y2k's fall off as a group anytime soon. They may pullback with the general market, but I think we are at least 6 months to 1 yr from the general pullback. My biggest reasons for this are 1) Revenues are just starting to ramp up. 2) The gov. still has still not dealt with the issue. There are many departments that are nowhere close to compliance. 3) There are still many large unknowns about the issue. Usually the selling doesn't come until the news hits. The news may not come until 1999. I'm still bullish on the y2k's that provide contract programming as I see this business continuing to grow regardless. KEA, CPWR and TSRI while highly valued, are not as overvalued as most of the other y2ks. While many have hyped some y2k's to ridiculous levels, calling the entire sector a religion could lead many shorts into painful territory. I no longer look at VIAS as a good short. ZITL should be a good short, but the short interest outstanding is too high. Jim Lundsten

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next