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

To: Nanda who wrote (8054)	11/24/1997 10:04:00 AM
From: Risky Business	Read Replies (1) \| Respond to of 13949

KEA initiated by Morgan Stanley:http://biz.yahoo.com/c/97/11/24/u.html#i?KEA

To: Nanda who wrote (8054)	11/24/1997 4:53:00 PM
From: megazoo	Read Replies (1) \| Respond to of 13949

it is that time of the year and i don't feel good about any of the stocks in my portfolio, except for the Y2K stocks that i hold (IMRS,SYNT,TPRO). the reason is becoming alarmingly obvious. the major utility and food stocks either moved up or stayed the same, while rest of the market tanked. investment 101 says that this occurs when the market goes temporarily or fully bearish. just sold my driller stocks with tears in my eyes(thanks to UTI and PTEN for that fantastic ride). Oracle's revenues has been forecasted lower, thanks to Asian problem. HQ just lowered VLSI. despite the reassurances from everybody from clinton to the japanese ministry of finance, there is almost a certainty that tomorrow nikkei will be hammered. bloomberg reported today that more korean banks are becoming insolvent. the gist of this message is, the market may still be bullish, but there is not a glimmer of hope for any kind at this moment for any kind of bullish movement. having said that i was monitoring my three Y2K stocks. all three of them behaved better than the rest. money flow seems to be coming to the better Y2k stocks right now. cheers.