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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: JSI who wrote (10406)3/25/1998 1:10:00 PM
From: Jeffrey S. Mitchell  Read Replies (1) of 13949
 
Could you clear up what you meant by Y2K only vendors?

I suppose no Y2K related vendor likes to typecast themselves as "just around for Y2K" for obvious reasons. So, what I really was trying to say was "vendors that spend the majority of their time and energy on Y2K at the present time". Or, to cover myself, perhaps I should say "vendors who are perceived to spend...". Would you not agree that PTUS, SEEC and IAIC all fit that category?

For example, the analyst for PTUS in his 2 and a half page downgrade of them didn't mention any other aspect of their business except Y2K. If it weren't for Y2K, would IAIC have gotten a partnership with CA, would ACLY with DEC? Would SEEC be showing up at all those Y2K conferences? Doubtful. (gg)

- Jeff
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