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Technology Stocks : Data Dimensions

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To: nonzeroa who wrote (3296)	10/10/1997 10:24:00 AM
From: Sondo	of 4571

Non-Z: Your two posts provide an interesting glimpse into the "half-empty" mind of a typical short (no personal slam intended)... Deloitte-Touche, one of the largest accounting firms in the world, establishes a brand new website dedicated exclusively to Y2K consulting. It's clearly labeled, "Under Construction." Some might see this as a sign of expected growth in this area, beyond D&T's other contracts, with General Motors worldwide, etc. But noooo...a short sees it as some sort of bad joke! Fidelity, Essex and the CEO own huge positions in the stock. You see this as adding volatility. I agree! $23 to $38 in two months! And that UIS contract was only for 1,500 cd's, for 300 clients. We can safely assume that's all they'll ever sell. And that's only one UIS division. Nothing heard yet from the Feds...we can safely assume a big zero there... And the CFO will never be replaced... And the problem is a hoax... And just because 2/3 of one's position is underwater and the other 1/3 hasn't been established yet... ...we can safely assume we'll be right and maybe even make some money back SOMEDAY!

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