SI
SI
discoversearch

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.
Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mad Monk who wrote (6300)9/22/1997 1:31:00 PM
From: paul e thomas   of 13949
 
MAD MONK,I have been focusing on my broad y2k investing strategy and largely ignoring my current portfolio during the past two weeks vacation in TED Dennis Arizona land.My personal strategic plan is to largely stick with my current portfolio In descending $ size (IMRS,SEEC,CHRZ,ACLY,ALYD,TPRO,DSYS,PTUS,SNPSF,AND TPII)until next year because of tax considerations. I expect my portfolio as a whole will repeat the price behavior exhibited in the june quarter namely rise about 20% between now and the end of the second week in October ( just prior to earnings release dates beginning for y2k stocks). I then expect my portfolio to give up 60% of this gain on the assumption actual earnings will not significantly beat analyst expectations.If this portfolio scenario materializes I expect it to repeat after the December quarter. I currently plan to completely cash out my y2k chips just prior to the March quarter earnings are published .This strategy is based on the Crittendon y2k industry analysis I obtained in Philadelphia.I just finished reading all the posts over the last 2 1/2 weeks and am very glad you are again an accredited SI poster. Overall the last 2 weeks seem to have been relatively quiet for y2k stocks. To me the most significant news were the recent contract announcements by chrz and acly. the strong price moves by Seec were surprising
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News