Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (3102)	2/18/1998 5:19:00 AM
From: Mr Logic	Read Replies (1) of 18691

Roger, >>I am just not a y2k believer, the problem is overblown<< Y2k is a major issue and is the catalyst or direct reason for a lot of corporate $ spending at the moment. I think you are right in one sense, that the issue is overblown in terms of how much money will be spent fixing the problem rather than installing replacement systems or getting certificated s/w or h/w version from original suppliers. What astounds me is that the market valuation of many of these stocks appears to take very little account of what happens when the work dries up. In this sense TPRO/TAVA is not the worst as their y2k revenues are not the highest % of total. Look at ACLY, selling code that fixes the problem. I'd be surprised if they make more than beer money in new licence revenue beyond mid 99, but Mr Market says $4m revenue today justifies $200m market cap. P.

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