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

To: michael tantleff who wrote (9212)	1/28/1998 10:37:00 AM
From: TEDennis	Read Replies (1) \| Respond to of 13949

michael: Re: VIAS down 3 ... I suspect it has something to do with the disappointing Services revenue. That was the only negative I saw in the whole report. 99% increase in product revenue looked pretty darned good to me. Whatever .... TED

To: michael tantleff who wrote (9212)	1/28/1998 2:51:00 PM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

VIAS PRICE MOVEMENT I beleve price drop was due to slow down in VIAS revenue growth rate.The institutions using momentum investing style want to get out at the first signs of decelleration. I expect the same thing will happen to other y2k plays. IN the March quarter we face slow downs in the rate of growth for IMRS.