Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Information Architects (IARC): E-Commerce & EIP -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (3725)	12/13/1997 2:11:00 PM
From: bob oserin	Respond to of 10786

JDN, I usually agree with your observations. I can see BAY testing $22 and ,eventually, moving to $16 when the budgetary y2k effects are recognized by the junior analysts. Sorry I feel this way, but BAY seems to be a traders stock at this time. I admit my Cisco outlook appears farfetched, but it's a "long-term" (6-9 mos.) prediction based on the reduced infrastructure spending I see. Back in August (Some y2k Budgets): Pru life - $120mm Chase Manh. - $250mm G.M.- $1.5bil.? U.S. Gvmt.- Clinton Exec. Order freezes purchases until y2k cleared with GAO for those Depts. which did not pass GAOs last review. (this is just recently) Of course, this is just MHO!! Regards, BOB O P.S. I'm also seeing budgets being found insufficient and being increased e.i. U.S.Govt - $2.8 to $5bil (and the rest of the world hasn't awoken).