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

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To: SOROS who wrote (8807)1/8/1998 2:26:00 AM
From: Kathy Riley  Read Replies (1) of 13949
 
Soros, you are mentioning this at a very interesting juncture,
I think. Zitl is breaking out of its routine trading pattern.
Did you notice that <g>. Not that that means anything special
outside of the fact that if tool vendors are going to have a run
at the golden egg one would think this would be the year for
alyd, matridigm, peritus, etc. I don't consider posting a RUMOR
about what Emerald does or does not own news at all. I consider
it hype. Who cares?

If Z/MD has a product they will do well, if they don't they won't.
However I do find it interesting IAIC is up 8 points on their CA
announcement after shorts have clobbered the poor thing to pieces.
And the infamous "silver" bullet word is mentioned in CA press
releases. Pretty interesting coming from CA, I think.

I think a slight shift in the industry is happening this quarter
regarding the tool vendors. We shall see.
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