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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 (13316)	11/20/1998 9:58:00 PM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

Out of curiousity I compared my own performance with these 4 stellar companies. Over the last 2 years I have invested in IMRS,KEA,CBSI,CHRZ,TAVA,VIAS,DDIM,ACLY,ALYD,SEEC,MIFGY,TAVA,CBR,TSK.COGIF,Forecross,TPII, and ZITL.BY far my largest investments have been in IMRS.I have been an active trader with an average holding time of less than 2 months. I have been fully margined most of the time and have done poorly with options over the last 6 months. Over the last 23 months I have had a total gain of about 65% based on the total value of my investment on 12/31/96. I realized about double that return based on my own cash invested. It has been a very rocky road for me and I am trying to reduce my risk taking propensity. I had originally planned to be totally out of investing in Y2K stocks by the end of the first quarter 1998. In retrospect I wish I had adhered to that plan.

To: paul e thomas who wrote (13316)	11/21/1998 8:39:00 AM
From: H-Man	Read Replies (1) \| Respond to of 13949

Well they have all come a long way since the beginning of 97, I think you will find that a lot of stocks have done the same, as much a symptom of overall market health as the performance of the individual company. But if you look at 12 month charts, a different picture altogether appears at least for MAST and KEA. KEA is sick as a dog. MAST although somewhat strong is on a slight downtrend. I think KEA is in trouble, based on it's chart and having read their 10k & q. MAST, dunno. KEA reports that incom from y2k services was ~30%, (forget the exact figure) I belive it is at least 45, possibly 60%, as a good portion of their other application development work is infact back fill for companies that have placed or supplemented y2k projects with their own employees.