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

To: TEDennis who wrote (8900)	1/11/1998 7:41:00 PM
From: Superhawk	Read Replies (2) \| Respond to of 13949

To all: Up to now, Barron's has been resolutely negative in their commentary on Y2K issues. In this week's edition, the editors give oblique coverage to the matter. In a regular feature, "Research Reports: How Analysts Size up Companies", there are three mentions of Year 2000 firms. Data Dimensions was picked ("Recommend Accumulation") by Gilford Securities on 22 December: "Although corporate and government spending on the Year 2000 problem continue to be deferred and frustrating, we believe the shares will become a superlative performer in 1998 ..." (DDIM, NASDAQ). On 30 December, Avalon Research initiated a "New Buy Recommendation" on Intersolv (ISLI, NASDAQ). "The leader in providing the information-technology industry with application tools that allow companies to accelerate and manage systems development, enable data connectivity and aid in managing the Year 2000 problem". The third was Mastech (MAST, NASDAQ) by Adams Harkness & Hill on 23 December: "We are initiating coverage with an 'Attractive' rating. A leading provider of information-technology services, offering a full suite of services. Is well-positioned to benefit from several powerful trends such as rapidly changing technology, the shortage of IT skills, and the Year 2000 problem". This positive coverage, though tacit on the part of the editors, is encouraging in my opinion. My only recollections of Y2K mentions in Barron's in the past are of articles that scoffed at the issue or otherwise diminished it.