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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: paul e thomas who wrote (10346)3/27/1998 5:52:00 AM
From: paul e thomas  Read Replies (3) of 13949
 
Y2K DIVERSIFICATION

I now have 25% of my Y2K portfolio in software companies. These stocks were largely purchased with new margin availability.The stocks include ACLY,COGIF, and MERQ.My purchase of ACLY appears to have been untimely.The Jury is out on COGIF. I was wrong that it would take off this week.I bought MERQ yesterday and will add more on the basis of a recommendation by Worden Brothers that the volume chart was signally the stock was ready to resume it's upward long term trend.MERQ is in a position to capitalize on the testing phase of Y2k efforts.
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