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

To: Hoatzin who wrote (12859)	9/10/1998 7:17:00 PM
From: Robert Gomez	Read Replies (1) \| Respond to of 13949

Rumor has it, that PTUS got a huge contract, from AT+T last quarter. If it is true, expect blow out 3rd Q numbers.

To: Hoatzin who wrote (12859)	9/10/1998 11:03:00 PM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

KEVI IN, My problem is I lose sight of what I am good at and have started investing on the basis of # 3 where the Market makers eat you alive because they have significant control of market momentum.

To: Hoatzin who wrote (12859)	9/12/1998 3:47:00 AM
From: John Mansfield	Read Replies (1) \| Respond to of 13949

<< John, I think it is important to keep the following things quite separate when talking about "Y2K Investing" - 1) the debate over the issue itself, its complexity, seriousness, etc. 2) the fundamental business impact, in terms of earnings windfalls and other "good" consequences to "winners", and loss of earnings, and other "bad" consequences, to "losers"*. 3) investor psychology and sentiment, and their effect on stock prices. >> Kevin, That is a valid observation. Regarding #2 and #3, key to the potential in buying Y2k stocks is a realistic estimate on the time frame of actual Y2k remediation work being done. I.e. is the bulk of the work completed end of 2000 (as 99%+ of investors believe IMO); or will it continue well into 2001, 2002 or even later. Regards, John