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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Carl H. Gotsch who wrote (8933)12/27/1997 8:04:00 PM
From: Pancho Villa  Read Replies (1) of 9285
 
>>Pancho has this one in his sights, however, so maybe he can comment on whether it could be the Y2K representative.<<

read my post on the acly thread last week. It would be nice to have someone confirm my views. As far as I am aware they do not have anything cooking that would render the revenue/profits required to justify valuation. IMO [some] Y2k stocks are going up on the perception that they are Asian proof. Anything perceived to be Asian proof is going up like hell: YHOO, AOL , BFIT, WDRY, DRUG makers...

Pancho
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