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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 (10055)	3/12/1998 11:26:00 AM
From: IVAN1	Read Replies (1) \| Respond to of 13949

Current Y2K Holdings TAVA CHRZ KEA ACLY IMRS MAST CDO (recently sold PTUS) In other words, the usual suspects. By the way, haven't seen CDO mentioned too often. Mainframe leasing, disaster recovery, testing. A VERY low PE and a very long history of slow but steady growth. Check it out. Best, Ivan1

To: paul e thomas who wrote (10055)	3/12/1998 11:35:00 AM
From: wlheatmoon	Read Replies (2) \| Respond to of 13949

paul, Thank you for your reply and especially for your concerns. It is those special touches by people such as yourself that makes being on the internet and being on a forum such as SI a worthwhile process. I will be careful and not make my decision entirely on other posters' thoughts. I do know that certain people's thoughts are more useful than others. LOL. Thanks again for sharing.

To: paul e thomas who wrote (10055)	3/12/1998 11:42:00 AM
From: M. Frank Greiffenstein	Respond to of 13949

And TAVA, of course! I didn't mention TAVA because I was focussing on IT stocks. TAVA is jsut in a class by itself. DocStone

To: paul e thomas who wrote (10055)	3/14/1998 12:41:00 PM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

IBD DATA The friday issue of IBD shows 10 Y2K stocks as among the best 200 based on the relative EPS and price strength of stocks above 12$.The list in descending relative price strength includes :IMRS,SYNT,MAST,CBSL,TSRI,CPWR,PSFT,KEA,CBR,AND CHRZ. Over the last week the best price performance was CPWR,and PSFT. The weakest performance was SYNT.The report also indicated that the MFSmid cap fund took new large positions in CBSL and CHRZ. All of the stocks had EPS ranks above 93.IMRS,SYNT,CBR,CHRZ,and PSFT has EPS ranks of 99.These results again confirm the preeminence of the Y2K service providers.