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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: paul e thomas who wrote (7549)	11/4/1997 3:59:00 PM
From: IVAN1	Read Replies (1) \| Respond to of 13949

RE: Paul's portfolio Hi Paul. Thanks so much for sharing your thinking with the thread. Speaking for myself, this is something I would like to see a lot more of. After all, tactical questions are interesting but it's nice to compare strategies as well. For myself, I have cut my total stock position from say 65% 6 months ago to 35% today. All non margined. My holding in y2m are chrz ptus acly kea tpro I am holding and will hold for 2 reasons. 1. I hope the flood of business will start and earnings, stock prices will go up. 2. When the press picks up the story I hope to get a secondary acceleration due to newby interest and fashion. Anyone else want to jump in with an account of where you are? Would love to know. Best, Ivan

To: paul e thomas who wrote (7549)	11/4/1997 4:52:00 PM
From: Tumbleweed	Read Replies (1) \| Respond to of 13949

What price did you buy IMRS at to make a profit? I've been watching it for some time, since it first hit 34 (and never made it back again). But has been cycling between about 26 and 33 for how long? 2 months? 3 months? Joe C

To: paul e thomas who wrote (7549)	11/5/1997 12:06:00 AM
From: Bonnie Bear	Read Replies (1) \| Respond to of 13949

Paul:off subject Forgive me for saying this. I had to find my crying towel when I saw your post. These stocks are set up for a fall, they have been pumped up by funds that short-sell. The only people that have access to the computers with the Y2K bug are the employees of the companies that either own them or built them. So go invest in IBM, LMT (owner of IBM federal systems), DEC, CPQ (tandem) if you want to play year 2000. get out of these with real money NOW. No need to respond. You're an adult, you'll handle the poverty somehow when your money disappears with these gems.