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

To: paul e thomas who wrote (9554)2/21/1998 3:09:00 PM
From: Rich Powers  Respond to of 13949
 
paul, I know this is a IMRS thread, but can you provide First Call ratings on the other six y2ks. Besides imrs, I have positions in amsy and vias. Also, could you speculate on what effect disappointing earnings (last week) will have on ddim and isli, and the rest of the y2ks as a group. Amsy beat estimates last week, but the market seems to be looking only at ddim and isli.

Thanks and continued great analyses of our favorite y2k, imrs.



To: paul e thomas who wrote (9554)2/21/1998 6:56:00 PM
From: Rich Powers  Read Replies (1) | Respond to of 13949
 
Paul, could you provide the ratings on the other 6 y2ks stocks. In addition to owning imrs, I have positions in amsy and vias. Also please give me your views concerning the impact of disappointing earnings by ddim and isli (last week) on those stocks, and y2ks as a whole.

Thanks for your reply and your cogent analyses of imrs, etc.


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