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

To: paul e thomas who wrote (8636)	1/1/1998 4:06:00 PM
From: BACRDI	Respond to of 13949

FWIW, Sitting here bored on NY Day, and slight headache. The following table gives you an idea of what a $10,000 investment would have done in the selected Y2K companies. Assuming purchase was made 12/24 at the closing price. Gives a little idea of whats moving and whats not in the last week or so. Ron Portfolio: Y2K (12-25) Symbol Shares Last/NAV Change Pur.Price Gain/Loss Value ACLY 419.00 27 +1/8 23 7/8 +1,309.38 ALYD 648.00 15 3/4 +1.03 15.44 +200.88 CBSL 259.00 43 1/2 +15/16 38 5/8 +1,262.63 CHRZ 233.00 45 1/2 +2 9/16 43 +582.50 CRYSF 440.00 25 1/2 +1 22 3/4 +1,210.00 DDIM 542.00 17 3/8 +15/16 18 7/16 -575.88 IMRS 317.00 37 1/2 +1 1/4 31 1/2 +1,902.00 ISLI 608.00 20 1/4 +13/16 16 7/16 +2,318.00 KEA 263.00 40 5/8 -1/16 38 +690.38 MIFGY 261.00 40 3/8 +7/8 38 3/8 +522.00 NEOM 1,280.00 9 3/32 +1/32 7 13/16 +1640.00 PTUS 533.00 20 3/8 +1/4 18 3/4 +866.13 SYNT 755.00 14 1/4 +1/2 13 1/4 +755.00 TPRO 1,538.00 6 1/2 -1/8 6 1/2 .00 TSRI 640.00 15 5/8 -3/4 15 5/8 +0.00 UCMP 1,441.00 7 7/8 +3/4 6 15/16 +1,350.94 VIAS 266.00 42 1/4 +3 1/4 37 5/8 +1,230.25 ZITL 947.00 9 1/2 +1/8 10 9/16 -1,006.19 Total +14,258.01 194,284.50

To: paul e thomas who wrote (8636)	1/2/1998 12:03:00 AM
From: Homecare	Read Replies (1) \| Respond to of 13949

Paul: I read all of your posts and they make sense to me. What do you think about SEEC and SYNT. SEEC has fallen from $37 to $15 last year. SYNT also lost its value last year. Any comments please ? Holiday

To: paul e thomas who wrote (8636)	1/2/1998 10:19:00 AM
From: BM	Read Replies (3) \| Respond to of 13949

Paul, did any Y2K player beat +728% in 1997? Unfortunately, Canadian CGI Group is outside briefing.com's universe but 1997 performance has been outstanding, and is the Toronto and Montreal SE's top stock for 1997. Here's the chart which also reflects two stock splits in 1997. chart.canada-stockwatch.com Being into outsourcing, systems integration and consulting as well, it's far more than a Y2K play. You mentioned service providers with large backlogs as being particularly desirable way to play Y2K - CGI's backlog is currently over $1.3 Billion with the majority in secure, multi-year outsourcing contracts (they achieved 100% renewal rate in fiscal 1997). All known information about the company is posted here on SI at exchange2000.com but be forewarned, even Canadians investors are unfamilar with this one. Pity! Their home page is at http:///www.cgi.ca

To: paul e thomas who wrote (8636)	1/2/1998 6:04:00 PM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

JACK BE NIMBLE JACK BE QUICK Today was a lesson day!!!. I have talked at length about my belief that someday there will be a broad and deep sell- off when the mutual funds finally decide it is time to bail-out of Y2k.TODAY WASN'T THE DAY. It illustrated though how fast high flying Y2K stocks can drop when 100,000 extra shares above recent volume are unloaded by individual investors taking profit. I was really caught by surprise by the sell-off. I shouldn't have been ( looking back with rear view vision).At the bottom today I was off more 60,000$.My NEW YEAR'S RESOLUTION is not to be able to kick myself in the pants by staying in Y2K too long. Today I sold all or part of my positions in CBR,SYNT,DSYS to buy an additional 1000 shares of IMRS @ 34 5/8. Because I wasn't paying sufficient attention I also had to buy back 1000 shares of IMRS at 1/8 higher than I sold it at earlier this morning. It is clear from the IMRS thread that a number of IMRS devotees also bought today.Individual believers won't be able to stem the tide once the volume momentum shifts to the sell side. I don't have an Y2K exit strategy today. I will by January 12th when I leave for a 2 week vacation.