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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: Philip H. Lee who wrote (5555)8/18/1997 11:26:00 AM
From: paul e thomas   of 13949
 
PHILIP, I believe relative valuations are going to become increasingly important as the y2k market matures. While I believe CACI is longer term value play than I am looking for. I am concentrating on trying to identify the stocks with the best trading opportunities between now and about 3 weeks before the next earnings are due out.I believe the best trading opportunities on a valuation basis and historical trading system returns using stochastic indicators are: SEEC,IMRS,MIFGY,CHRZ, and CBSL.I expect news releases about contract wins will have decreasing importance.I am limiting my investments in newly issued IPO stocks like PTUS and SYNT until they establish some significant trading history.Even though I have done very well trading KEA this year by buying on pull backs I am concerned that it is now overvalued . I feel the same about VIAS and sold a trading position I bought last week because of my concern that it is overvalued.I am looking for other recommendations for y2k stocks that may be undervalued
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