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Technology Stocks : Discuss Year 2000 Issues
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To: John Mansfield who wrote (685)12/13/1997 3:37:00 PM
From: John Mansfield  Read Replies (1) of 9818
 
Y2K and stock value of non-Y2K companies

Hi Mike,

Yes this goes along with my line of thinking. Still there is little discussion about this effect of Y2K on stock value of many IT companies.

I suppose this is mainly because many analysts still do not believe Y2K is a big deal (I have seen several remarks on this board and elsewhere stating that 'there is only this Yardeni guy who thinks there will a recession around 1/1/2000; nobody else; so it is not a big deal'.

Also on CEO level of many Co's, many reputations and (personal) interests are involved.

- They would have to admit that their current strategy is wrong.
- Also, in co's that are going to see a decrease in stock value, the CEO and other management will see the value of their stock options deteriorate as well. So they do have an incentive to delay bringing such messages to the investment public.

This is all speculation; not much hard evidence is there. However, these are my feelings right now.

Regard,

John
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