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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: P. Ramamoorthy who wrote (12540)7/31/1998 5:21:00 PM
From: John Mansfield  Read Replies (1) of 13949
 
Ram

<<

Yes, we know that the street believes in their infinite wisdom that all these y2k
companies will drop dead after 1/1/2000.
>>
Right, the moment a larger part of professional investors change their minds (i.e. they start to acknowledge that a large part of the remediation work has to be done after 1/1/2000, we will see a huge transfer of money out of stocks IMO).

This fits with your observations.

John
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