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

To: Nanda who wrote (8141)	11/29/1997 6:53:00 AM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

CBSL ARTICLE IN IBD There is a highly favorable article on CBSL in the Dec.1 issue of IBD. The story focuses on how CBSL is leveraging it's Y2K business to broaden it's base of large size clients for it's other offerings. The article on the other hand has significant negative overtones about investing in Y2K firms without other major business in hand.We are seeing a number of articles appearing in newspapers around the country with this latter theme.It is going to take a very strong earnings report this quarter from a number of y2k players to offset this negative publicity. I look for strong earnings from all the service providers like IMRS,KEA, etc and some of the tool suppliers like VIAS. I am pessimistic about factory remediation players like PTUS,ALYD showing strong results in this quarter.