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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: H-Man who wrote (13310)11/20/1998 9:23:00 PM
From: paul e thomas  Read Replies (2) of 13949
 
LONGER TERM PERSPECTIVE
I just compared price plots for all the major Y2K players who have been traded since 12/31/96.Only 4 have very strong price appreciation in the last 23 months. CBSI +297%,MAST +174%, IMRS +132%,KEA +120%.IT is very clear that over the last 2 years among the established companies the market has walked away from all but this handful of Y2K players. I believe in all cases the market perceives a credible plan for post 2000 business exists.
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