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

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To: Nanda who wrote (10077)3/12/1998 6:37:00 PM
From: wlheatmoon  Read Replies (2) of 13949
 
Nanda, Josef, Ram, Brice, RWS, michael tantleff, paul thomas, Doc Stone, and bob--

Thanks for the reply. I have tabulated the results below.

bob-I didn't know if your "ditto" reply meant you would like to see the disclosed list or your picks were the same as mine.

NANDA
Top 5--IMRS, CBSL, SYNT, SEEC, CRYSF
Major 6th--TAVA
Others strongly held--TACX, KEA, ACLY, MAST
"yo-yo" plays--ALYD and ISLI
Will pick up on weakness--CSTF

JOSEF
TAVA, SEEC, COGIF, CRYSF, TACX, ALYD

RAM
In decreasing order on share basis--ALYD, SPNSF, SYNT, CRYSF
Looking to add--CPWR, MIFGY, SYNT

BRICE
TAVA, ACLY
Looking at--SPNSF, SEEC and more TAVA

RWS
SPNSF, ALYD, SEEC, PTUS
Waiting to buy--TAVA and ZITL

michael tantleff
"CHRZ and KEA are the best companies."
Didn't provide a list of others

paul e. thomas
Top holdings--IMRS, SYNT, TAVA, KEA, ACLY
Longer term recs--IMRS, SYNT, KEA, TAVA
Short term--ACLY and COGIF

DocStone
CRYSF, KEA, CHRZ, CDO, SDS
"watch CDO and SDS--as remediation shifts from code conversion to program testing, CDO and SDS will make a ton"
Others--ISLI, PLAT, OPSY
Considering--SEEC

Alright, that's what I came up with so far. Thanks a lot. Risky, DD, anyone else out there who have been a major fixture at many of these Y2K threads, please contribute if you would.

Read them and see for yourself.

Mentioned most frequently were SYNT, TAVA, CRYSF, KEA, SEEC, ALYD, and ACLY.

Good hunting.

mike
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