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

To: P. Ramamoorthy who wrote (11531)	5/13/1998 4:36:00 PM
From: 45bday	Read Replies (4) \| Respond to of 13949

As we are fortunate to have the benefit of some smart people on this thread with a lot better insight into what is going on in India I for one would like to hear more of their opinions. Based on what Nanda has posted it looks like he has cleared out all or a large portion of his y2k portfolio. As we all know the good old US of A is 80% ego and at least 10% bravado so Clinton isn't going to get soft on this issue, and I don't see India's new gov't. acting like they are about to roll over any time soon to the demands of other countries. In short should we expect a bigger drop in compaies like SYNT, IMRS TAVA etc. and what other companies in this sector do you feel will be hurt. The tool makers ie; SEEC shouldn't feel the heat unless I'm missing something. Appreciate all comments, because frankly, I am at the point where I have to decide whether this a sector to keep playing after the dusk settles (no pun intended) or accept the fact that it has seen it's hayday and look elsewhere. Thanks to all, and to our Indian friends who probably have family in their native country I wish you well.