What is interesting is companies like mast, imrs, merq, chrz, cpwr, cbsi, kea are successfully moving business over from Year 2k related work into e-commerce, etc and therefore these are ones I am watching closely now and also if we get some good summer lows to buy some good stocks, I am looking at these, some are very good companies, good growth, earnings, etc and it looks like the fear in the market of these companies losing alot of business as Year 2k revenue streams wind down, is not the reality. They are successfully replacing business, I have been checking the news on these past few days to update myself on this sector, as nets have been completely occupying the past few weeks, and the interesting thing is all these companies stand to benefit tremendously being in the IT consulting business as the net continues its expansion. |