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


To: Josef Svejk who wrote (10357)3/23/1998 3:56:00 AM
From: Quad Sevens  Read Replies (1) | Respond to of 13949
 
Is this an appropriate place to discuss possible y2k shorts? I don't mean the kind that would interest y2k naysayers. Quite the opposite: Assuming, as most of us here do, that y2k is an extremely serious problem, what are some companies that are going to start to feel the y2k pinch soon? For example, PSFT comes to mind. With 21 months to go, how many y2k noncompliant companies can afford to initiate a PSFT enterprise-wide overhaul of their business systems as a solution for their y2k problems? Answer: Fewer and fewer. Somewhere along the line, I feel, PSFT is going to issue a warning about future revenues being hurt by y2k. I'd like to be short on PSFT on that particular day. Any thoughts?

Wade



To: Josef Svejk who wrote (10357)3/23/1998 9:40:00 AM
From: TEDennis  Read Replies (1) | Respond to of 13949
 
Svejk: Re: TechWeek's article.

Forget the Mainframes and PCs ??????

I don't think so ...

I have a heck of a time taking seriously any comment made in an article that is titled in such a manner.

Too bad. Other than the title, it was good stuff.

TED