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: David C Mapes who wrote (8911)	1/12/1998 2:18:00 PM
From: David C Mapes	Respond to of 13949

Questionable Data in above report: CA and TSRI data for December looks questionable.

To: David C Mapes who wrote (8911)	2/25/1998 12:12:00 AM
From: David C Mapes	Read Replies (1) \| Respond to of 13949

The following information was collected from "Media General Financial Services" It shows the stock symbol, followed by the % of institutional investment, followed by the number of institutions investing. OCT 3rd Oct 15th Nov 12th Dec 12th Jan 9th Feb 23rd ACLY 48.4% 18 47.7% 19 47.0% 20 50.3% 25 49.5% 27 41.5% 27 ACLY ATEC 4.5% 3 4.5% 3 4.5% 3 0.0% ?? 3 0.9% 3 0.9% 3 ATEC BDMI 45.0% 118 46.9% 121 46.2% 122 60.2%!! 128 **TRW sub NoData BDMI CDO NoData 49.0% 237 49.4% 242 50.5% 243 52.6% 247 53.8% 261 CDO CA 55.5% 1078 55.2% 1075 55.5% 1069 82.2%? 1100 54.7% 1110 54.8% 1144 CA CCEE 0.9% 16 0.9% 16 .6% 15 0.8% 17 0.8% 18 0.8% 18 CCEE CHRZ NoData 67.8% 152 65.9% 152 73.4% 161 76.6% 164 78.2% 174 CHRZ COGNF 61.9% 175 62.6% 185 63.4% 186 40.5%!! 174 39.6% 171 39.8% 167 COGNF CPWR 80.1% 345 80.1% ? 355 85.5% 356 79.1% 366 76.7% 378 75.9% 392 CPWR CSGS 60.9% 79 60.9% 80 62.2% 80 68.9% 101 !! 62.9% 108 64.1% 112 CSGS DEC 58.3% 473 59.3% 472 61.2% 474 57.3% 473 60.4% 471 62.0% 487 DEC DDIM 40.2% 46 40.4% 48 41.3% 54 47.7% 71 !! 46.4% 78 47.6% 82 DDIM DSYS 11.4% 8 11.4% 8 13.0% 12 14.6% 15 15.3% 17 14.9% 17 DSYS EDS 44.9% 912 44.5% 895 43.4% 866 42.4% 834 42.3% 826 42.9% 821 EDS FORSF 0.0% 0 0.0% 0 0.0% 0 0.0% 0 0.0% 0 0.0% 0 FORSF GART 46.8% 234 46.6% 232 44.0% 241 43.2% 240 42.0% 236 42.4% 242 GART IAIC 0.0% 2 ?? 0.0% 2 ?? 0.0% 3 ?? 0.0% 4 ?? 8.1%!! 4 8.1% 5 IAIC IBM 50.8% 1826 51.3% 1825 51.2% 1842 50.4% 1883 51.4% 1886 51.5% 1929 IBM IMNX 32.4% 108 32.3% 110 33.0% 117 31.8% 127 31.7% 126 31.0% 127 IMNX IMRS 25.0% 63 22.6% 64 27.4% 64 39.3%!! 74 !! 53.3%!! 76 61.5%!! 87!! IMRS ISLI 58.9% 78 59.0% 79 61.2% 81 68.9% 90 !! 67.0% 92 69.6% 95 ISLI KEA 65.8% 243 66.0% 251 65.1% 254 63.4% 263 63.5% 261 62.0% 271 MAPX MAPX 0.0% 0 0.0% 0 9.4% !! 9 !! 71.5%!! 51 !! 73.8% 52 75.8% 56 MAPX MAST 20.7% 64 20.8% 63 20.8% 64 19.8% 71 20.3% 73 19.0% 77 MAST MERQ 67.6% 81 67.1% 83 68.6% 88 70.4% 103 !! 68.8% 104 70.5% 112 MERQ MIFGY 9.6% 17 9.6% 17 11.1% 19 9.1% 21 9.6% 23 10.6% 25 MIFGY PLAT 71.2% 184 64.5% 186 68.0% 193 83.6%!! 218 !! 83.3% 217 83.8% 228 PLAT SEEC 31.6% 22 32.5% 26 32.5% 27 36.6% 27 32.7% 29 32.7% 29 SEEC SYNT 0.0% 0 0.0% 0 .1% 2 4.6% !! 15 !! 4.6% 15 4.8% 19 SYNT TAVA 5.0% 2 5.0% 2 5.0% 2 13.2%!! 9 !! 13.8% 10 5.0%?? 10 TAVA TSIM 0.0% 0 0.0% 0 0.0% 0 0.0% 0 0.0% 0 0.0% 1 TSIM TSRI 10.0% 11 10.0% 11 9.9% 11 18.8%? 11 9.4% 11 10.3% 13 TSRI UCMP 16.8% 23 16.8% 24 18.2% 25 24.9%!! 25 24.9% 25 25.3% 25 UCMP VIAS 95.6% 199 86.2%!! 201 87.5% 205 93.7%!! 211 93.7% 211 97.2%!! 219 VIAS ZITL 16.7% 45 16.0% 45 15.4% 44 18.0% 50 17.9% 49 16.5% 48 ZITL ?? - Questionable data !! - Significant change IMRS significant % increase TPRO significant % decrease with name change to TAVA. This revert back to 5.0% looks like questionable data and should be verified.. Could have been some confusion associated with the name change. BDMI bought out by TRW The number of institutions investing is increasing significantly. Their % is increasing slightly. Looks like new private investors are coming in from the increased y2k awareness factor. The institutions are taking their profits selling to these new investors. Just a hunch. VIAS looks interesting with 97.2% ownership by institutions. Not sure if that's good or bad or believable. Am no longer able to keep track of the Y2k index compared with other indexes. New responsibilities are keeping me occupied. Think we all are in consensus that the y2k sector has detached. Dave