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: ayahuasca who wrote (12848)	9/10/1998 8:32:00 AM
From: paul e thomas	Read Replies (2) of 13949

The investment analysis is fundamentally sound. It echoes my own belief that to invest in companies today with significant Y2K business you must have a strong platform for believing that these firms have a very sound premise for their post 2000 business. Some companies like SYNT have only less than 20% of their present business in Y2K related revenues.On the other extreme IMRS has over 50% at present.In the case of IMRS I am betting on two basis premises .One is that there will be a continuing major ongoing world wide demand for IT services.Secondly IMRS has the strongest competitive position and has a truly visionary CEO.

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