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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: James Strauss who wrote (20323)	7/9/1998 5:13:00 PM
From: John Mansfield	Read Replies (2) of 31646

<< Y2k And The Internet Stocks... ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If Y2k doesn't get resolved, Companies like YHOO, AMZN, EGGS, ect., will be dead in the water... I don't think this has been factored into the Zillion P/E ratio valuations... >> Right on the mark! Agree! Some remarks: - We have to understand that millions of programmers don't like this remediation work... they prefer to do other stuff like internet, SAP, etc. However, they will be dragged into it.... - Almost the complete investment community currently thinks: Y2k is solved around 1-1-2000; whereas internet will grow for years.... This thinking will change IMO. Prevalent thinking will become that Y2k will drag on for years to come... John

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