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Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation
IAIC 4.280+12.3%Dec 16 4:00 PM EST

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To: the dodger who wrote (1623)5/25/1998 10:23:00 PM
From: Graham Dellaire  Read Replies (1) of 2011
 
Hey Dodge I totally agree.

One sector to stay the hell away from is financials... it is going to be a blood bath! I am in the process of liquidating fairly large positions in some banks and brokerages... strictly because of Y2K problems.

I think IAIC is a "fun" little turn around play as markets don't care about rationality and if IAIC can piggy back with CA and get some other contracts and put on the facade to appear to have revenue generating projects for after the year 2000 then the stock will go up.
They just got hit so hard recently I think we are the bottom.

I am interested in hearing what sectors you think will be Y2K proof.
I think most mid size manufacturing firms will get destroyed if they haven't already started Y2K preparations. Manufacturing is really problematic as all your distributors and suppliers have to be Y2K compliant... big task. Nortel and a few other big techs are trying to limit their suppliers to those that are Y2K compliant.

So how about it dodge.

Looking forward to your response.

Graham
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