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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Mama Bear who wrote (10101)	6/16/1998 3:35:00 PM
From: xray	Read Replies (1) \| Respond to of 18691

BJP, I wonder why you have negative sentiment regarding y2k companies . . . "Further, I have a distinct distrust of Y2K solution companuies, and in particular find the "embedded chip" problem far fetched. " I think that we will all be surprised how much these companies of programmers will be worth . . . I can't see shorting y2k, bwdik, inms.

To: Mama Bear who wrote (10101)	6/16/1998 5:14:00 PM
From: Ken Salaets	Read Replies (2) \| Respond to of 18691

>> I have a distinct distrust of Y2K solution companuies, and in particular find the "embedded chip" problem far fetched. May I ask why you have a"distinct distrust of Y2k solution comanuies [sic]" (emphasis mine) and why "in particular" (again, emphasis mine) you don't believe there are problems with embedded systems? Perhaps you can enlighten me. I have spent many years examining this very issue, and thought that I had learned a thing or two from such mentors as Intel, Motorola and Texas Instruments. Nevertheless, I always endeavor to maintain an open mind and, assuming that you base your statements on actual research into such issues, we should all benefit from your response. Let me begin by relaying an example of potential problems that I heard from the good folks at the FBI: that local jails and prisons have electronic security systems that are controlled by embedded systems, and, as a safety feature (for the inmates, mind you), they default to "open" in the event of a system failure. This information was portrayed to me as factual. I appreciate you taking your time to point me to information that will expose the tomfoolery of such charlatans! Ken