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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Peter H. Hodge who wrote (7475)	11/24/1997 5:53:00 PM
From: Pancho Villa	Respond to of 9285

Peter, thanks for a most informative article. IMO Y2K stocks will not recover from the reality check the media is trowing at them! >>Why anyone would buy stocks in companies that won't provide basic information to investors is a mystery to me. I can't imagine doing it, and I've got my son's college money in a bridge. << There goes rational investors and efficient markets! the normal (bell shaped distribution) also applies to investors. A lot of mediocre people trading out there [hopefully I am not one of them!] Pancho

To: Peter H. Hodge who wrote (7475)	11/24/1997 11:08:00 PM
From: megazoo	Read Replies (2) \| Respond to of 9285

peter, i hope you don't cushion-comfort yourself by taking zmax and iaic as stocks of reference and shorting all the Y2K stocks. remember some solid established players like compuware, keane and some fastest growing software companies like IMRS, SYNT and CBSL are the major beneficiaries of Y2K chagrin. anyway, no point in arguing now. we'll see the stock price of IMRS six months from now. ps: washington post is probably a better reporter of redskin brawls in bathrooms than it is of current business environment. cheers