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To: Captain Jack who wrote (23929)	10/13/1998 1:18:00 AM
From: John Mansfield	Read Replies (2) \| Respond to of 31646

<< John --- The days of Y2K stocks rising on fear are over. >> I know that is the majority opinion right now. I stated that it 'might' rise on fear, nothing in certain in life. Hard facts supporting either view is missing IMO. Let's see and wait what will happen the coming 6 months. One fact IS certain: common opinion among the investment community is that Y2k effects will not be a big deal; and thus they infer that almost all fixing will be done end of 2000; perhaps 2001. THAT opinion WILL change the coming 6-9 months. It may well lead to another appreciation of the life cycle of Y2k remediation companies; and therefore to a different valuation. (no need to reply; these are no hard facts; just opinions ;-)) John John