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

To: sibe who wrote (11354)	5/2/1998 2:42:00 PM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

AIRBORN, I now believe the market has made a step change in the willingness to pay up for future growth. Most of the Y2K stocks that appreciated in price appreciably prior to the first quarter earnings releases were trading at a PEG > 1.5 based on 1998 earnings estimates. Some like IMRS were at a rarified 2.3. Most of the Y2K stocks I own are now trading at a PEG below 1.5 despite generally excellent 1st Quarter performance. Excessive rotation out of the Y2K sector may have occurred time will tell.I remain convinced that there will be more and more differences in price performance among Y2K stocks. One thing is certainly true the pie in the sky thinking about moonshots driven by prospects of the 600 billion $ Y2K pie being divided amount a prescribable number of small companies is no longer a key catalyst. I intend to focus my investments into those companies with the clearest vision of post 2000 strategy.In listening to what the companies had to say in their first quarter reports I continue to favor the stocks I own plus Mastand KEA which I don't own.

To: sibe who wrote (11354)	5/2/1998 11:06:00 PM
From: airborn	Read Replies (1) \| Respond to of 13949

sibe & paul e thomas: Thankyou for your reply to my posting, much appreciated as I ALWAYS read every word that you both post and respect your opinions. Sibe you left out CMND which dropped 50% and hurt a lot of people, I myself took it as a buying opportunity and bought at 7.375, hopefully it will make a comeback, I am really counting on my other Y2K's TAVA, COGIF, SYNT, they all seem to me to be solid Y2K plays. I sold ATEC to buy CMND, so far a very bad move, but time will tell, I still believe with only 20 months to go that the Y2K sector has a lot more life in it..... Good Luck! to all LONGS, in Y2K investments ....

To: sibe who wrote (11354)	5/3/1998 3:25:00 AM
From: Allen Scher	Read Replies (1) \| Respond to of 13949

If a Y2K company can produce evidence that it can solve the problem reliably (perhaps anywhere, but certainly in "new" areas like electric power or imbedded logic ) , I think its financial future is assured at least until 2000. I think this will be true whatever its plans or capabilities are after 2000. A lot of the enthusiasm for particular stocks reflects mainly the magnitude of the problem, not the demonstrated capability of a company's remediation. A major contract (not a tentative trial agreement) can alternatively help a stock rise , but the important thing is to deliver working, tested solutions. (An aside what's PEG?) Thanks Allen