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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: John Mansfield who wrote (11940)6/14/1998 10:18:00 AM
From: david sosiak  Read Replies (1) of 13949
 
Dear John, If I may interject here.As investors wake up to the consequences of Y2K and the impact on the their Fortune 10000 investments,they will be able to readily see which components of the market will be severely impacted,like banks,telcos,technology-Msft,Ibm
etc.... These indexes become obvious short candidates.Real Y2K companies
will rise dramatically as people see the investment value and potential.Basically,Either your part of the problem or your part of the solution,this is exactly what will drive this market.These companies provide a "safe harbor" for investors.who have witnessed the shrinkage of international markets and want their $$$ close to them.

IMHO

Regards,
Dave
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