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

To: Mike Healy who wrote (7944)	11/18/1997 2:10:00 PM
From: ThirdEye	Respond to of 13949

Mike Healy: Re y2k disaster simulation: check thinkingtools.com and Subject 17346

To: Mike Healy who wrote (7944)	11/18/1997 2:13:00 PM
From: Done, gone.	Read Replies (1) \| Respond to of 13949

Re. "Y2K simulation tests". Three tickers spring to my mind, with CDs in hand: FBNA first of course, TPRO second - embedded systems TSIM third - the rest To find out a bit more, click below, and word search there for the tickers: techstocks.com Attempting to predict aspects of the behaviour of some system by creating an approximate mathematical model of it. --Markov TPRO Bounced Czech (FBN - Clubhousemickle.)

To: Mike Healy who wrote (7944)	11/18/1997 4:44:00 PM
From: C.K. Houston	Read Replies (1) \| Respond to of 13949

Mike, <Y2K simulation tests> Comdisco & SunGuard are ALREADY doing that. When you read about the "testing" phase, in many cases (if not all for Fortune 500 companies) ... it's being done off-site at the "disaster recovery" sites. I haven't followed SunGuard ... but I've been following Comdisco for 2 years. Unlike most, I don't pay as much attention to the stock price at this point. (Though CDO's up about 75% since the beginning of the year.) I've been watching CDO as they've been acquiring, expanding, re-structuring for Y2K & Disaster Recovery. CDO (Comdisco) will be a major holding for me within the next 2 months. (I have to wait for TPRO to become marginable. Plus, around the 1st of the year, I still feel I might be able to pick up a few things at the annual "Fire Sale".) I'm generally a conservative "speculator". CDO's the "blue chip" of testing facilities. IMHO "Testing" will take up 50-60% of the budget allocated for Y2K overall. Therefore '98 & '99 should be EXCELLENT years for these companies. Cheryl