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

To: CalculatedRisk who wrote (7596)	11/6/1997 10:06:00 AM
From: marty009	Respond to of 13949

Calc, There are facts, suppositions and hype (positive and negative) to this Yr2000 problem. Many of the suppositions and hype may or may not be real. The facts: The problem is real. The valuations are unreal. Your method of valuation recognizes real value. I presume it shows all of these stks to be grossly over valued. I view the huge increases in earnings through Yr2000 as non recurring gains since they will decelerate quickly after then. The IPO's and secondaries of these issues indicate that the owners recognize this. What acquisitor would be foolish enough to pay these prices for the full company based on what they will be worth only 2-3 years out ? I also believe privately held companies (performing this kind work) are being sold at a fraction of these values. I am neither long nor short any of the stks mentioned on this thread. However, I have owned some of them in the past with great success. I wouldn't risk getting hit by a freight train by going short. But, margining these stks. is even riskier. Only my opinion. Marty