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Technology Stocks : VIAS VIASOFT & THE Y2K PROBLEM

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To: TEDennis who wrote (1714)10/2/1998 9:32:00 PM
From: kvogel  Read Replies (1) of 2067
 
TED,
Agree with your statement totally. Owned PTUS and got out before recent drubbing but it established firmly in my mine that Y2K wasn't going to happen for many little companies. Currently follow only TAVA, DDIM, and VIAS(tracked 8 companies on a daily basis for a while but confidence is certainly shaken. VIAS has good balance sheets and good position for EURO in 99 so I kept it on my list. I think some of the better companies with other capabilities will have a pop some time. VIAS buy back will start again after earnings so it should be somewhat safe. However, bottom dropped out today and "falling knife" is the question. Might get in Monday for a trade. but confidence in whole sector is shaken. Earnings disappointment is a real possibility. What is your confidence in the earnings this quarter?

Karl
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