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

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To: Jeffrey S. Mitchell who wrote (9227)1/29/1998 10:40:00 AM
From: paul e thomas  Read Replies (2) of 13949
 
Jeff, I agree with your analysis in terms of separating the better price performing y2k firms from the also-ran. Non the less I also believe price will also be driven by some institutions,who really have only entered into the y2k fray rather late, will bail out at the slightest provocation. Some of the companies will be excellent investments post year 2000. I believe that global low cost information service providers will grab an increasing market share just as low cost,high quality foreign producers of products have gained major market shares over the last 20 years.
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