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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: Rick Voteau who wrote (8550)12/28/1997 2:13:00 PM
From: Stewart V. Nelson  Read Replies (1) of 13949
 
Paul

<<<Will the Y2K stocks be drug down with the rest of the market??>>>

That is a difficult question to answer. I believe the IT solution providers (KEA, TSK, TSCC, ANLY etc.) will "fly" but I am not sure that enterprise software vendors (PSFT, SAPHY, BAAN etc.) are going to go along for the ride. I think they have peaked. Businesses will not waste time and money converting. Conversion is not a "silver bullet" solution to the problem. Stick with the "Body Shops" and bonds.

Just my opinion.

Regards
Stewart V. Nelson
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