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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 (7577)11/5/1997 3:04:00 PM
From: paul e thomas  Read Replies (2) | Respond to of 13949
 
GOOD TIMES ARE COMING-THIS WILL BLOW YOU AWAY
DEjaeger reports every day all the y2k news he can find anywhere. In December 1996 there were 12 stories .In May it had increased to 83. Since then it has changed as follows,JUNE 114,July 130, August 139, September 208, October 240, In November it is 10 per DAY.This exploding publicity has to translate into an increased sense of urgency among effected constituencies including hopefully sooner than later investors. ON a separate note I read ED Yardeni's testimony before Congress where he said their is a 40% probablility of a recession larger than the 1973-1974 recession. I also noted That there is now the real prospect of legislation relating to y2k disclosure. Once this hits there will be stories in every major paper



To: paul e thomas who wrote (7577)11/5/1997 5:54:00 PM
From: P. Ramamoorthy  Read Replies (2) | Respond to of 13949
 
If IMRS earns $1 or 1.5/share in 1998, a p/e of 20 (similar to INTC) gives $20-30/sh. That's why the price is not responding? The market may be looking at the y2k sector earnings as a temporary event and may not go for the business potential after year 2000. Just speculating!

IMRS does not seem to attract like Netscape, or Home Shopping Network, Genentech, or America Online. Ram