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.

Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (14846)	10/27/1998 12:44:00 AM
From: Caroline	Respond to of 18691

I'm a legit software professional, and I am worried about my power going out. Fidelity Bill Payment paid Bell Atlantic $2257.00 instead of 27.57 out of my account. I like Fidelity a fair amount, because they are to customer service what, say, a Datek isn't. But their system fell down, somewhere, and it took 5 phone calls and 4 weeks to get the thing fixed. Not a place I want to be when 500,000 accounts need just a minor y2k correction. Wish I knew where I heard this story... ...A meeting of a bunch of high-level managers, CIO-types. All run "mission-critical" operations -- financial services, transportation and utilities. The speaker asks, "Raise your hand if you would fly in a plane programmed by your people." No hands go up. Our finances are subject to floating point nightmares today, and the problems get fixed because they're few and far between. When they're not few and they're all together, life's gonna be one very long line. No hands, CB

To: Roger A. Babb who wrote (14846)	10/27/1998 1:17:00 AM
From: space cadet	Read Replies (1) \| Respond to of 18691

Roger I agree with your outlook. However, I entered kea at a bad price and ever since it has been incredibly weak. Do you think kea will move higher as year end approaches and as the media predictably hype y2k problems or will it get stuck along with the other companies in its sector like sap and psft and go nowhere or down? If so, then how long before you think that kea will recover and head higher? I hate fighting the street, even when they may be wrong.

To: Roger A. Babb who wrote (14846)	10/27/1998 1:56:00 AM
From: Pierre Mondieu	Respond to of 18691

Hope you are correct Roger...eom.

To: Roger A. Babb who wrote (14846)	10/27/1998 3:49:00 PM
From: BelowTheCrowd	Read Replies (2) \| Respond to of 18691

Roger, Disagree with you on SAP (as well as other entriprise SW companies) at least as viewed from this point going forward. SAP, PSFT, ORCL and others have made massive gains by selling enterpise software to companies who wanted replace rather than fix Y2K issues. They've made a great deal of money on it and established dominant positions. Going forward is not so easy, and I expect them to be relatively stagnant for a while or at least to take a 12 month breather before resuming steady growth. mg