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


To: 45bday who wrote (11409)5/6/1998 1:49:00 PM
From: michael tantleff  Read Replies (2) | Respond to of 13949
 
I AM A BUYER OF KEA CHRZ TAVA.



To: 45bday who wrote (11409)5/6/1998 2:04:00 PM
From: JSI  Read Replies (1) | Respond to of 13949
 
//perhaps it is time to seriously take a look at those companies that will stand the best chance of profiting if the y2k problem is any where as big as estimated, and the big companies don't decide to do most of the major fixing themselves.//

I didn't realize that this was even still in question. The problem exists. Ignoring it won't make it go away.

As for which companies. I still like tool companies. I know it goes against some of the conventional thinking which is moving toward outsourcing and bodyshops; it's just that I don't think there are enough bodies to go around. I think that if PTUS can get its act together they still have a great chance. The right tool in the right hands.....

TAVA is anther jewel. Embedded systems are much more complicated than legacy code, and right now there isn't much competition for them. They have already impressed some very large customers, etc., etc., etc.

JSI