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: Jeffrey S. Mitchell who wrote (7397)10/31/1997 3:56:00 AM
From: lbs  Read Replies (2) of 13949
 
Jeff, I have always appreciated your work on the ALYD. Reading your posts and my own dd convinced me to buy at 11+. I am starting to feel really nervous about the Y2K sector. I like TPRO because they have a business besides Y2K and claim that their core business will grow over 50% because of new clients gained because of Y2K work. Unfortunately the future of other companies is much more unclear. I know that these companies will begin to make real profits over the next two years. Here is what makes me nervous. What happens if investors don't give y2k companies high PEs. What if their concern over revenue drying up after Y2K has a real impact. Especially in this nasty market, I think investors are starting to not desire to pay high PEs. If investors take a wait and see approach for high PEs based on forward earnings after the Y2k, the profits that people expect to make may be much smaller than hoped for.

Any thoughts,
Dan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News