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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Nov 7 11:47 AM EST

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To: craig crawford who wrote (12720)12/28/1997 2:23:00 PM
From: Stewart V. Nelson  Read Replies (2) of 45548
 
Craig

I am going to use the "rally" to sell all my tech stocks. I believe that Y2K problems are going to be a huge drag on earnings for all companies and hit the tech sector especially hard. That is with the possible exception of IT solution providers and some enterprise software vendors that will see revenue growth and improved margins. For the next two years, cash and bonds will be the place to be.

Regards,

Stew
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