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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: giddy guru who wrote (7845)11/16/1997 12:08:00 PM
From: paul e thomas  Read Replies (1) of 13949
 
Y2K INVESTING

From an overall point of view investors are showing great nervousness about Y2K stocks. I have been afraid for a long time that the Y2K bubble will burst and catch me flatfooted. I am already investing in y2k stocks passed the point where I thought I would get out. I am still in because the total Y2K revenue amongst all players has lagged in growth much more than I expected. Even successful firms like IMRS have less than a 100mm$ annualized business when the potential is much much larger. I believe therefore that it is time to be cautious about y2k investing and pick stocks which have either very explosiev growth less than 6 months away or stocks which have good post year 2000 business prospects.I believe TPRO fits the first description and IMRS and CPWR fit the latter.
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