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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: IVAN1 who wrote (7814)11/15/1997 1:03:00 AM
From: David Eddy  Read Replies (2) of 13949
 
IVAN1 -

Dear Ivan:

Thanks for your message. I consider myself an educated layman on the
year 2000. Most of the companies in our portfolios have established
committees to handle the issue.

Thanks.
Cordially,
The fund manager's name

Well... they are consistent. One can never know if these guys are:
(1) just stupid ("educated layman")
(2) playing stupid to line up their bets

I asked essentially the same question several months ago to a famed (name withheld) portfolio manager & he initially expressed that he believed Y2K was already well known & therefore factored into the market... the last few times I've met him, he's been a whole lot more interested.

Now all I have to do is figure out if I'm sucking up to him or visa versa. <g>

Personally, I vote for #1... the (financial) numbers folks just don't seem capable of comprehending what Y2K is about.

Y2K simply exists in a dark side of the universe where normal, human scale numbers simply don't hold up. Our little noodles (brains) are too small, so we just flatten out a huge multi-dimensional problem into simple two dimensions.

- David
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