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

To: Tech Master who wrote (12955)	9/29/1998 12:19:00 PM
From: Josef Svejk	Read Replies (1) \| Respond to of 13949

Humbly agree, TM, with everything you just said. But once again I'd like to add that the 20% of the companies that may end up with 80% of the y2k business, must already have about 75% of their business mix in areas other than y2k, in order for investors to stay with them, which is why companies with this mix, and acceptable P/E ratios (such as COGIF and IFN.TO), are at the top of my watch list. Can't wait to hear about ALYD's post-y2k strategy. Cheers, Svejk abitare.it