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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 (8618)	12/31/1997 7:32:00 PM
From: jgibbs	Respond to of 13949

Ed Yardeni and another y2k guest will be on Money Line tomorrow night, CNBC, 7 pm Eastern, talking about the seriousness of y2k. Myron Kandel, in his closing remarks tonight on the program expressed concern over the y2k problem hoping for some sort of solution before the year 2000. Should be an interesting program....and helpful.

To: paul e thomas who wrote (8618)	12/31/1997 7:35:00 PM
From: RikRichter	Read Replies (1) \| Respond to of 13949

Y2K PRICE ALERT: On the last trading day of 1997, as the calendar is about to change one digit to 1998, guess which stock outperformed the rest of the Y2K stock sector today? That's right ... IAIC (+24.44% to 14 and +33.33% from yesterday's intra-day low of 10 1/2)! And on heavy volume to boot (over 350,000 shares over the past two days). Volume like that is very un-IAIC-like! For now it sure looks like ... WEEEE'RE BAAAAACK! I suppose the TED EFFECT lives! TED graced the IAIC folder on SIwith an inquiry this week when the stock touched 11 5/8. I remain ver-r-ry long on IAIC whose unique CA Y2K remediation partnership for CA's 4GL database management products, solid management and relatively low $80 million market cap make it a very compelling Y2K investment. Have a Happy New Year to all! Regards. Elliot

To: paul e thomas who wrote (8618)	1/1/1998 1:30:00 AM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 13949

Hey, it looks like this is the first post of '98! T minus 1 year and change and counting! Good luck to all!!! - Jeff (reveled out for the night)

To: paul e thomas who wrote (8618)	1/1/1998 7:34:00 AM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

WILL 98 BE BETTER THAN 97 FOR Y2K? My 97 portfolio was up 69.4% in net value for the year. This better than any Fidelity sector fund but I was fully margined all year. I am hoping for a 33% gain in the first quarter.I am much less sanguine beyond that and don't have enough information to make a good estimate.Nine Y2K stocks made new highs out of 31 computer stocks.IMRS finally made the list and was shown in the IBD graphs of strong NASDQ stocks.