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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: IVAN1 who wrote (9588)2/22/1998 1:12:00 PM
From: paul e thomas  Read Replies (1) of 13949
 
IVAN1 For a hold strategy which has significant stock,sector, and market risk I would concentrate only on stocks that are perceived to have a strong position beyond the year 2000. This can be roughly assessed by comparing 5 year growth rates and really understanding and believing in the long range strategy of various players. I like IMRS and TPRO on both accounts. Both are rather pricey now but I believe the relationship between upside potential and downside risk is better than many other oppportunities.In companies like CBSL,CHRZ,KEA, and MAST I am also concerned that their non Y2K business profit margins have been low.IF they don't find ways to convert manpower working on Y2K business to comparable margin opportunities earnings may slide significantly even if some post 2000 revenue growth occurs.
In putting TPRO into the camp with IMRS I am also betting on a hunch that they can upgrade margins.
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