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

To: John Mansfield who wrote (11940)	6/14/1998 10:18:00 AM
From: david sosiak	Read Replies (1) \| Respond to of 13949

Dear John, If I may interject here.As investors wake up to the consequences of Y2K and the impact on the their Fortune 10000 investments,they will be able to readily see which components of the market will be severely impacted,like banks,telcos,technology-Msft,Ibm etc.... These indexes become obvious short candidates.Real Y2K companies will rise dramatically as people see the investment value and potential.Basically,Either your part of the problem or your part of the solution,this is exactly what will drive this market.These companies provide a "safe harbor" for investors.who have witnessed the shrinkage of international markets and want their $$$ close to them. IMHO Regards, Dave

To: John Mansfield who wrote (11940)	6/14/1998 5:59:00 PM
From: SOROS	Read Replies (1) \| Respond to of 13949

When large numbers of companies start to fall, the money must go somewhere. It has been lately going into Internet related issues. Will Internet companies have Y2K problems? Will they be affected at PE's of 500, 800, 1000? When you got a ghost problem, who ya gonna call? When you got a Y2K problem and the deadline looms before you, who ya gonna call? "We interrupt this program for a special message from the greatest Y2K companies in the world -- COGIF, SEEC, ALYD, SPNSF, IMRS, TAVA, CRYSF" -- Now, back to our regularly scheduled program -- I think when real panic hits (and we all sure hope it finally does -- kind of hard to compete when Y2K is sort of an "out-a-site", "out-a-mind" problem compared to real "in-your-face" issues like Monica's Vanity Fair Photos, and for sure real nuclear blasts going off. It will hit. I just hope it hits before the first mid-air collision, or bank shut-down. I remain, SOROS