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

To: IVAN1 who wrote (8278)	12/9/1997 2:38:00 PM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

ivan1 It is hard to recommend any stock without knowing the risk propensity of the person asking the question. PTUS is not likely do do much until the March quarter results are in . I don't think there is much downside. PTUS has one weakness it only handles COBOL.IF you are looking for a big potential winner with less downside TPRO is probably a better gamble. why you may be giving up a bigger gain by seeling PTUS I believe you will miss much of the January effect which I believe will help most y2k stocks. ON balance I would sell but consider buying back before March results are published

To: IVAN1 who wrote (8278)	12/9/1997 3:22:00 PM
From: Tom C	Respond to of 13949

IVAN1 I do not have a crystal ball, but I have invested in a couple of IPOs in the last several years. If I were you I would look in Edgar, find the prospectus and see how many shares are subject to the 180 day rule. I took a quick peek and it is a little over 9 mil. Next I would figure out the exact date of the IPO and count out 180 days. Yahoo has the current float at 4 mil. That IPO + 180 day may have passed or it may be close at hand. It is my observation that any stock tends to drift down due to the dilution for several months. I am not recommending that you sell. If I really believe in the company I will hold long term. If I am unsure of the company I would sit on the side lines until I see what effect the new shares have on the price. Regards Tom