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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 (12392)	7/21/1998 7:55:00 PM
From: Nanda	Read Replies (3) \| Respond to of 13949

PAUL, RAM,KATHY,JDN and friends. y2k sector is at a crossroad. Street is expecting big numbers and the discounting them for y2k business. More the y2k business related earnings..more the discount. This is a very bad news for stocks dependent upon pure or majority of y2k business. I have been lightening my y2k portfolio for the last 10 days as of today I only have a position in IMRS and options in IMRS and CBSL. All my y2k stocks have been disposed off. I own quite a bit of CMND which will take a few quarters to rejuvenate. I may renter in some issues if earnings are good. Needless to say we should not be attached to any stock. A careful DD is needed all over again!!