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To: JDN who wrote (7614)12/19/1997 4:24:00 PM
From: M. Frank Greiffenstein  Read Replies (2) | Respond to of 31646
 
More evidence for group rotation...

This is the second time this week that y2k companies have parted ways with the tech market. Other tech stocks managed weak rallies to close out the day, but y2k companies way up. Did you see CHRZ rip today? VIAS getting new life as well. TPRO up on news of huge contract with BMY. KEA announces new long term pact with IBM.

My interpretation is that the market will see things my way <g>. y2k, systems integration and IT contractual services will be the only tech growth area in 1998, maybe even 1999 if this Asia mess continues.

DocStone



To: JDN who wrote (7614)12/19/1997 4:37:00 PM
From: Nanda  Read Replies (1) | Respond to of 31646
 
JDN, my congratulations. Your e-mail and Raju's did wonders for me. Thanks again.