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: Josef Svejk who wrote (12975)	10/2/1998 2:32:00 AM
From: Jeffrey S. Mitchell	Read Replies (3) \| Respond to of 13949

Today I was doing a great deal of thinking about "life after Y2K" and the effect it has or will have on so-called Y2K stocks. I say "so-called" because companies from IMRS to PTUS like to remind people how they plan to refocus on their core business. In other words, their answer for life after Y2K is a return to their life pre Y2K. Sorry, but if that's the case, then why shouldn't these companies return to pre Y2K price valuations? How many Y2K companies have developed technology that transcends Y2K? I.E. technology that can be adapted for the next hot growth area, like e-commerce? Not many. The most interesting "diversity" I see out there is with Sapiens and their internet stuff. But so far no one seems to have noticed and, no, their software isn't really a commercial success, but at least they have the right idea. Any others with post Y2K strategies that differ from pre Y2K strategies that you know of? - Jeff