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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 (11267)4/29/1998 7:01:00 AM
From: giddy guru  Respond to of 13949
 
//gg//

Paul,

SYNT was resilient yesterday and held half of its gains. Though, filling yesterday's gap and a retest of Thursday's low may be in the cards next, but not always necessary.

Now the attention focused on interest rates from earnings, one can expect slow accumulation on this sector over the coming weeks.

CMND performance was debatable. Let us see whether the market shoots first and then asks the question.

/gg/




To: paul e thomas who wrote (11267)4/29/1998 8:46:00 AM
From: Nanda  Read Replies (2) | Respond to of 13949
 
Paul, SYNT might indeed become a bellweather stock of y2k companies. I expect it to move to 40's again. Their earnings are explosive and estimates will move higher.

At this time I still think CBSL will show a great strength. Earnings are due and with their successful assimilation of Costello Assoc. and excellent contracts, they will post stunning earnings.

IMRS in my humble opinion is a screaming buy here for the portfolios which do not have this stock. IMRS has played this game numerous times and we have all profited.

CMND posted pretty good numbers for their first quarter after the IPO. Compared to SYNT, IMRS,CBSL at the same stage after the IPO, CMND did extremely well. They are in perfect position to grow with brain power in India and a niche in insurance industry. I will be buyer at weakness.

TAVA has been a real pain. It has had many false starts but one of these days the train will leave for good...I hope.

MAST should also not be overlooked. Management is excellent and growth is phenomenal.

I hope day for tool guys is coming as we get near year 2000. I still have high hopes for SEEC.