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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 (7578)11/5/1997 4:43:00 PM
From: JDN  Read Replies (1) | Respond to of 13949
 
Dear Paul: I read your comments on analysts and your thoughts. Unfortunately you did not include any that I own. Those are PTUS, ALYD, MAPX, SYNT, TPRO. Except for TPRO I am very disappointed. If I am going to root for yours, how about you rooting for mine? haha JDN ps: PTUS, MAPX and SYNT exceeded analysts estimates of income this past quarter, Result---all down.



To: paul e thomas who wrote (7578)11/6/1997 11:51:00 AM
From: jgibbs  Read Replies (1) | Respond to of 13949
 
Several days ago, the results of a confab among some of the big oil companies re y2k was posted on an industry board over on AOL. The consensus among the companies was that, among other problems, their was a huge problem to be fixed with the drillers (embedded systems, I believe) and that time was running out. The board is very, very active with participation from some highly experienced folks in the oil industry in general and drillers in particular.

The post received three comments, if I remember correctly, none from any of the top dogs on the thread. They simply ignored it. One of the three posts stated that y2k companies were a bad investment, since they would have little or no business after y2000. One stated that many on the board had made a lot of money buying the dips from scare tactics like y2k, oil crises talk, Saddam, electric cars, etc. And one suggested that the y2k problem was no big deal and would be easily handled internally by the oil companies and thus no problem. That was it, and probably several hundred posts on other matters have appeared since.

It was hard for me to believe that the oil industry report raising the alarm re y2k received just a yawn, since other matters relating to drillers of a much less significant nature, IMO, receive much discussion and debate. Made me scratch my head and wonder what the hell is really going on.