Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: giddy guru who wrote (7845)	11/16/1997 12:08:00 PM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

Y2K INVESTING From an overall point of view investors are showing great nervousness about Y2K stocks. I have been afraid for a long time that the Y2K bubble will burst and catch me flatfooted. I am already investing in y2k stocks passed the point where I thought I would get out. I am still in because the total Y2K revenue amongst all players has lagged in growth much more than I expected. Even successful firms like IMRS have less than a 100mm$ annualized business when the potential is much much larger. I believe therefore that it is time to be cautious about y2k investing and pick stocks which have either very explosiev growth less than 6 months away or stocks which have good post year 2000 business prospects.I believe TPRO fits the first description and IMRS and CPWR fit the latter.

To: giddy guru who wrote (7845)	11/16/1997 2:23:00 PM
From: Done, gone.	Read Replies (1) \| Respond to of 13949

The Boston Globe: "Investors grow wary of year 2000 firms." boston.com BOSTON CAPITAL By Steve Bailey and Steven Syre, Globe Staff, 11/14/97 Quotes: ''Perhaps there's more attention being paid to whether these companies will still be able to grow after 2000 passes or if they are once-in-a-millennium wonders,'' said analyst Kevin C. Yen of Adams, Harkness & Hill in Boston. ''But it doesn't seem like they've been too discriminating.'' ... Yen and analyst Damian Rinaldi of First Albany Corp. note that many different types of companies get lumped into the year 2000 category, for better or worse. They rely on the work to varying degrees and do different things. ... But there isn't going to be room for everyone, analysts agree. The youngest companies that are most dependent on year 2000 work will have a tough time in the new millennium, they said. ... ''They all have plans on paper right now to ramp up some services and advertise themselves big time in the systems integration arena just before the year 2000,'' said Lou Marcoccio, research director for year 2000 at the Gartner Group, a research firm in Stamford, Conn. ... ''Are they going to be able to do that well enough? Well, that's going to be very hard,'' he said." A sufficient number to choose among. --Shakespeare. Bounced Czech (FBNA - #1!)