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

To: Mighty_Mezz who wrote (9163)	1/24/1998 8:37:00 PM
From: Superhawk	Read Replies (2) \| Respond to of 13949

To all: The latest Barron's contains yet another acknowledgment of the Y2K issue. In "Review & Preview", Cliff Henry, president of the investment advisory firm CWH Associates notes: "A lot of the stuff that was considered hype just a year ago is now becoming conv- entional wisdom." The substantive piece is entitled "The clock is ticking: One more reason to curl up with this year's annual reports." His premise is that this is the last year investors will have to assess the impact of Y2K on specific companies -- next year's annual report will be too late. The link is: interactive.wsj.com I'm not sure if it's free (I subscribe, but always had to sign in before -- not now). Henry has 25% of his hedge fund portfolio in Y2K stocks ("Y2K remedial services"), and 80% of his shorts are in those firms he believes are unprepared. Barron's gives yet more ground on Y2K, however grudgingly.