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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 (9871)	3/5/1998 4:22:00 PM
From: Sally Gallagher	Read Replies (2) \| Respond to of 13949

Paul, you mentioned selling CHRZ at the open today. Any specific reasons why you were willing to let that Y2K co. go and hold others? I've been waiting for a pull back to get in, and was thinking this correction is offering that opportunity. Sally

To: paul e thomas who wrote (9871)	3/6/1998 5:39:00 AM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

In looking at yesterday's Y2K performance it clear that stocks that have appreciated the most this year were harder hit than average.SYNT was an exception for reasons I don't understand as it is now no longer a value play.IMRS was also down only about 1%. I attribute this to a belief that may be emerging among institutional investors that IMRS should be viewed as a relatively low risk growth stock. In any event I ended up down only .8% for the day which is much better than I expe cted prior to the market opening yesterday. I expect another down day today for Y2K stocks.