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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 (8521)	12/24/1997 5:11:00 PM
From: Risky Business	Respond to of 13949

Paul, having bought in to IMRS back in April pre-split I can tell you the best time to get into stocks is BEFORE they start getting picked up by the Fund Managers. Currently SYNT looks an IMRS in the making. (price wise) Regards, Risky P.S. Wich company is missing from your list? IMRS,ISLI,MAST,CHRZ,DDIM,CBSL,CACI,MIFGY The time to load up on SYNT is NOW! It will surely be picked up very shortly by the funds.

To: paul e thomas who wrote (8521)	12/24/1997 11:00:00 PM
From: JP	Read Replies (1) \| Respond to of 13949

I own both CRYSF and DDIM. Any qualified comments as to why just about all of the Y2K stocks are either beginning to climb (e.g. CRYSF, CHRZ, IMRS, & KEA) or at least stay even while DDIM is getting slowly crushed??? The DDIM board is heavily infested with SHORT babblers so I thought I would avoid posting there. Any comments regarding the above question is greatly appreciated. JP

To: paul e thomas who wrote (8521)	12/25/1997 12:53:00 PM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

Y2K PERFORMANCE YARDSTICK In reply #8522 I detail the strong committment the Lord Abbett Developing Growth Fund has made to Y2K stocks. If you overlay on a long term chart the RUSSELL 2000 small cap index you will find the two nearly superimpose. Since Mutual Fund Managers must benchmark their performance I believe it is logical to compare their Y2K performance against the RUSSELL 2000 INDEX.I have compared the charts of the 8 Y2K stocks identified in the JUly 30 semi-annual report. This analysis was done using both the beginning of the 2nd and 4th quarters as base points. Among the 8 ,CACI tracks the index. MAST beat the index utiil the 4th quarter began where it just tracked the index. CBSL,CHRZ,IMRS,ISLI, and MIFGY significantly outperformed the Index. DDIM has significantly underformed against the index in both time frames.On the basis of this analysis I would expect fund would have sold it's position in DDIM by now and maybe added to the positions in some of the strong performers.