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

To: paul e thomas who wrote (13215)	11/5/1998 4:26:00 PM
From: Paul Berliner	Respond to of 13949

doomsayers delight: www-space.arc.nasa.gov

To: paul e thomas who wrote (13215)	11/5/1998 5:21:00 PM
From: Steve Woas	Read Replies (3) \| Respond to of 13949

Paul, I think the public is being deceived with regards to Y2K by both governments and companies. People will point to MIFGY and say, "See, if there was really a Y2K problem, companies involved with Y2K work would not be having revenue problems." The truth of the matter is that governments and companies are still in denial. I think that is going to take the Y2K movie to get people really motivated, but of course that is not due out till next fall which will be too late! Here is a recent case which supports my hypothesis: y2ktoday.com "This week I heard a national radio personality say that he was convinced the banking and securities industries would be compliant in time. I personally know a gentleman doing Y2k work for a major bank, one of the very largest, whose management is telling everyone they will be compliant. Now my contact is doing the actual Y2K work and says they absolutely will not be fixed on time! " Good Investing, Steve

To: paul e thomas who wrote (13215)	11/8/1998 4:00:00 PM
From: paul e thomas	Read Replies (3) \| Respond to of 13949

I recommend anyone interested in IT service companies subscribe to SILICONINDIA . I found out about this magazine at the web site www.siliconindia.com. The November issue has has two excellent articles which deal with key issues facing Indian based IT service companies.One article shows an index of stock prices weighted on a capitization basis of 11 companies. With 1/1/1996 as the base the index topped at a gain of 450% in mid 1998.As a result of reading one article written by The CEO of MASTECH I gained a much better insight as to the strategic direction of the company.