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

To: paul e thomas who wrote (8311)	12/11/1997 6:14:00 PM
From: Josef Svejk	Read Replies (1) \| Respond to of 13949

Begging pardon, Paul, I am totaly flummoxed by your sale of TPRO at $6 today. Can you please explain your thinking? Humble thanks in advance, Svejk (GL-15 applies: digiserve.com )

To: paul e thomas who wrote (8311)	12/12/1997 10:57:00 AM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

Y2K HOLDING UP Over the last 3 days the software index dropped 12.7% with key players like CPWR dropping more. In the same period CHRZ was up 4.4%, Other leading service providers KEA -3.4%,CBR -2.1% My own portfolio was down 8.9% due to IMRS profit taking

To: paul e thomas who wrote (8311)	12/20/1997 10:17:00 AM
From: paul e thomas	Read Replies (3) \| Respond to of 13949

STRONG Y2K STOCKS I believe the long waited reemergence of Y2K stocks as a strong sector has begun. This belief is principally founded on the strength over the last week of CHRZ.I continue to think it is the best single stock barometer of the institutional interest in Y2K.This past week it is up 14.7%. Other leading gainers include:CBSL 12.7%;IMRS 10.0;TSK 9.5%;CSC 8.9%;ISLI 6.2%;KEA 5.8%;CA 5.8%;ACLY 5.0%;CPWR 5.0%.On Friday CHRZ showed strength all day even in face of strong selling pressure among most small cap and technology stocks in the morning.This list of strong performing Y2K stocks is mostly composed of stocks where it is rather clear year 2000 revenvue is additive to an ongoing business base of consequence that will grow beyond the year 2000.As the market realizes that earnings growth in many sectors is going to slow appreciably due to the domino effects of the Asian Crisis interest will shift to sectors offering better 1998 1999 earnings growth. Institutional interest in stocks without a strong other established business base will be halting. I cite the RED CHIP views of DDIM and TPRO as examples.In the case of DDIM they are cautious about the long term price appreciation setting a long term price target only 25% above the level on 12/9. In the case of TPRO over 90% of the value is based on their core business which they expect to grow as a result of Y2K opening new doors for them.