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: Hoatzin who wrote (12859)	9/12/1998 3:47:00 AM
From: John Mansfield	Read Replies (1) of 13949

<< John, I think it is important to keep the following things quite separate when talking about "Y2K Investing" - 1) the debate over the issue itself, its complexity, seriousness, etc. 2) the fundamental business impact, in terms of earnings windfalls and other "good" consequences to "winners", and loss of earnings, and other "bad" consequences, to "losers"*. 3) investor psychology and sentiment, and their effect on stock prices. >> Kevin, That is a valid observation. Regarding #2 and #3, key to the potential in buying Y2k stocks is a realistic estimate on the time frame of actual Y2k remediation work being done. I.e. is the bulk of the work completed end of 2000 (as 99%+ of investors believe IMO); or will it continue well into 2001, 2002 or even later. Regards, John

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