Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Information Architects (IARC): E-Commerce & EIP -- Ignore unavailable to you. Want to Upgrade?

To: sibe who wrote (5484)	4/1/1998 9:28:00 PM
From: DD™	Respond to of 10786

Here is the link... briefing.com DD

To: sibe who wrote (5484)	4/1/1998 10:28:00 PM
From: Rick Voteau	Read Replies (1) \| Respond to of 10786

I think briefing .com as missed the point about which are PURE plays and which are not and they missed a crucial point about timing. Many many months ago JP Morgan published an article where they pointed out that the large companies and body shops would be the first to benefit from Y2K business, They also pointed out that software providers would be next and would achieve large returns because of their lower overhead costs. That article has thus far been correct it's just that everything has been delayed by about six months over what everyone expected. There will still be a capacity/demand imbalance and companies like Alydar and Forecross (I haven't mentioned them for a while) will benefit greatly. Technically, we need to move decisively past $19 to mean we are moving up again. Can't seem to make that hurdle.