PSFT - 1999: The "Make-It-or-Break-It" Year? Message Board

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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year?

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Oct 29 5:00 PM EST

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To: david who wrote (182)	3/7/1999 1:07:00 PM
From: bob zagorin	Read Replies (1) of 1274

thanks. i'll take a closer look at their selling patterns to see if they were sunstantially above normal. as you know, almost all tech companies pay key employees with stock options so selling is a routine occurrence. i still subscribe to the theory that these companies will mount a powerful rally as soon as the market can see beyond the Y2K phenomena. i have seen these many tech sectors, chips, semi eqpt., storage, even ISps get completely written off and drven into the dirt by WS only to rebound and become their darlings again inside of six months. i've put together a portfolio of ERP / SCM companies that have been completely trashed. my bet is that six months from now, the bandwagon will be rolling again. we'll see.

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