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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: C.K. Houston who wrote (15820)5/1/1998 6:46:00 PM
From: Karl Drobnic  Read Replies (1) of 31646
 
Chuck of Morgan Stanley: Chuck's comments, as described by CK, sound very much like those that result when someone draws up a list of questions, hands them to an assistant to make some phone calls, then reviews the assistant's answers and calls it a paper. His reported inability to argue his position in the face of questions most likely stems from a lack of critical thinking about the problem. It sounds remarkably similar to the "Mistress of Wall St." that Josef videoed a few months back, who also denied to her clients the scope of the problem using shallow analysis. If we assume these leaders are keeping their client's huge portfolios fully invested, then we'll one day get huge dumping as these leaders turn on a dime and come to grips with the earnings impact Y2K will have in Big Caps.
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