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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Matt Hale who wrote (2167)8/31/1997 10:38:00 PM
From: Rick Voteau   of 10786
 
Matt, I agree with your logic. The only problem is that this logic holds for nearly every year 2000 stock. You either believe that the market is huge for Y2K conversion or you don't. An awfully large number of investors believe it is HUGE. I am one of them. Since 90% of my funds are in Year 2000 stocks (focused on stocks that also do software conversion)I will either make a bundle or be broke.

Having said that, I disagree with you in that I believe Alydaar has done a good job in preparing for the upcoming business. The financials haven't been there because the business wasn't there. Again, do you predict or do you look at the past. Young businesses can take a few rocky years before they take off.

Thanks for sticking to your guns.
T
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