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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Jeffrey S. Mitchell who wrote (8698)10/30/1998 9:24:00 PM
From: Rick Voteau  Read Replies (1) of 10786
 
Jeff, the question is will January be the right date to call it quits? It seems too early. I know there are many companies that have told their tech departments that they are not to use outside help in fixing Y2K cause it is too expensive.

I still believe this will change by early 1999 as these companies will have to shell out the big bucks. What about the governments. They will have to use automated solutions. These will be handed out soon.

I think first quarter 1999 is too early to give up. If Yardini is right and panic hits, then the automated solutions stocks will hit new highs.

I'm in it until year 2000 right now as I believe that peak earnings will be in year 2000. I'm sticking to that story.
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