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

To: Turbo Lawyer who wrote (8199)	12/3/1997 1:07:00 AM
From: Jeffrey S. Mitchell	Respond to of 13949

Re: Model Y2K Portfolio Interesting idea, but no one has really tried it. However, after reading hundreds of posts here, you should have gotten a decent sense of what stocks people on this thread like in general. One thing is for sure, the entire sector just got thrashed and, IMO, there are tons of bargains out there (although some may argue that they have come back to earth (gg)). There is also a great Y2K reference thread here on SI: 207.183.153.206 I was contemplating offering a summary of Y2K stocks that have active threads here on SI, but I have decided not to risk offending anyone by leaving their "pet" company out. However, one company does stand out from the crowd: FBN. These guys have never lost a code bakeoff and have never lost a contract or client. Here's their product list: 207.183.153.206 Happy investing. Invite your friends; we need new blood in this sector! - Jeff

To: Turbo Lawyer who wrote (8199)	12/3/1997 11:19:00 AM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

Model Portfolio In establishing a model portfolio one has to have some framework around which to build a portfolio. One such framework would be to make sure you invest in all market segements within the broader definition of Y2K. ON this basis the following categories are one possibility:7.5 % tool providers for Cobol(MIFGY,VIAS,SEEC);Tool providers for specialty languages7.5%(SPNSF,ACLY,);2.5% body shops(CBR);7.5% testing phase specialists(CPWR,);7.5% automated solution providers(ALYD),(PTUS);5%domestic complete y2k solution providers(CHRZ);25% international complete solution providers(IMRS,MAST,CBSL);7.5% systems integrators(UIS,KEA);5% software providers benefiting from replacement sales with compliant software(PSFT);5% computer memory suppliers(EMC); and 15% embedded chip solution providers(TPRO).This portfolio overweights TPRO because as of now it has the strongest competitive position in a major market niche.I have over weighted the international solution providers because of their better cost position . There are other stocks that could be added within the categories I list. Many I know little about. There are probably other categories. I would be particularly interested in other peoples opinions about category weighting.My own portfolio doesn't reflect the above weights at all as I am willing to accept more risk by concentrating my investments. I have invested at one time or another in all the above stocks.I hope the logic is useful. Another framework could be % upside potential ve downside.