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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: Done, gone. who wrote (7816)11/14/1997 2:22:00 PM
From: bob oserin  Read Replies (1) of 13949
 
I attended a marketing program last night given by Dean Witter
showcasing Jim Collins, Insight Cap. Mgmt.and OTC Insight.
I posed the y2k question to Jim. After hemming and hawing, he
answered in the affirmative by telling us he upgrades his IS every 2 yrs.
He believes all currently issued software is "compliant." He also stated
that they were "looking " at some y2k issues. but could only second a name
thrown out by a member of the audience.
After meeting I cornered him, and asked what he thought of Ed
Yardeni's fear of a 1999-2000 recession caused by world-wide y2k non-compliance.
He laughed in my face, saying the year 2000 will bring in a golden era
for the world and investors.
Wow, where do we go from here? And this is a Harvard man!!

BOB O
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