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

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To: flatsville who wrote (12492)7/27/1998 2:16:00 PM
From: P. Ramamoorthy  Read Replies (1) of 13949
 
flatsville - The key is to focus on earnings growth, regardless of the y2k. Companies with solid earnings, good cash balance, and executing their plan for earnings growth beyond year 2000 will gain, in spite of the roller-coaster market. Such companies will be bought out. Difficult to judge the outcome of Yardeni's show. He has a good reputation and has been talking about the disaster for a year or so. A major disaster, a well-publicized one, may be more effective than Yardeni's show. I do not wish it to happen, but that is only an opinion. Ram
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