Y2K (Year 2000) Stocks: An Investment Discussion Message Board

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

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To: Rich Powers who wrote (9600)	2/22/1998 12:56:00 PM
From: paul e thomas	Read Replies (1) of 13949

Rich, The ratings come from the 2/9 First Call available on line.CHRZ 1.4,CBSL 1.5,VIAS 1.2,CBR 1.2,ANLY 1.3 ( .4 Better than 30 days earlier),KEA 1.8.All except KEA are very notable.I have no comment on DDIM ans ISLI earnings as I am not follwing things I don't own anymore.AS far as Y2K is concrned Y2K service companies are the best play still. This weeks Barrons provides further support for the sector and kicks some of the tool providers. I believe The service providers appear to be fully valued now until the next round of earnings anticipation begins.I believe some of the niche tool providers may be ready to spurt but don't have any recommendations as I am not in the market to buy anymore Y2k shares at all.I am content to sit on what I have hoping to be able to hold for either 12 or 18 months for tax reasons.

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