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: Risky Business who wrote (13827)	3/27/1999 10:02:00 AM
From: John Sikora	Read Replies (1) of 13949

Risky, I got a "00" that has been working for quite some time...I feel that we have a classic baby with the bath water effect going on in the whole sector. The trick is to buy the companies that had 10% or less Y2k biz last Q, but are still experiencing top line growth...yet are at 52 week lows.. MAST and IMRS fit the category but I'm not sure about KEA and CHRZ. SPNSF business looks good going forward but they certainly had a large Y2K portion of revenues last Q. I own some April calls and that's it. MAST @ 11-13 with the long term in mind looks like a sound investment...If just one of the above mentioned companies gets bought by a big fish (CPWR?) the sector will move quickly and PE's will be adjusted upward... john

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