Y2K (Year 2000) Stocks: An Investment Discussion Message Board

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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: Josef Svejk who wrote (12196)	7/4/1998 11:16:00 AM
From: Albert Mou	Read Replies (1) of 13949

Josef, >I believe y2k stocks prices from here on will be based only on present earnings (not future conjecture) and rock solid post-y2k position. As a cautious (or timid) investor, I invest my money more on the IT consulting firms with presentable earning. Yet, I am still puzzled on the disparity existing between different IT stocks. Normally, this wouldn't exist in other industries. Somehow, Y2k stocks gave me an impression that co-relationship between stocks aren't as tightly bonded as other industries. Let me summarize the disparity I observe in last two weeks. Winner group - stocks surged back to the level all time high. KEA CBSL CBR Doggie group - stock leastly still distanced 30% from its all time high. TSK CHRZ MFIGY All these three stocks sports better last-quarter earning than the first group. TSK, though have decent earning, seems to have been conservatively managed. The sequential growth doesn't impress the investors very much. However, the laggard (current at $33-5/8, high at $48) isn't that justified when one counts its decent earning and reliability. If one has to blame TSK for their lacking of spectacular growth, CHRZ and MFIGY did prove both spectacular growth and decent earnings. Yet, both stocks heavely under-performed the peers. The only one clue to explain both depressed states is both companies made some major acquisition in last two months. Well, I may have a bit argument against your theory investing on present earning. The difference in stock performances seems to prove the momentum chaser still the rule of the game. Wish someone can help me out on this one.

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