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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: David Rosenthal who wrote (27576)	1/6/1999 6:47:00 PM
From: 16yearcycle	Respond to of 70976

David: Off Topic... The likely impact of y2k on enterprise software stocks has been discussed everywhere, and digested fully in the stock price, in my opinion. Psft's stock has suffered for 6 months, and some time this year should reflect the likely uptick in momentum their business will have once 1999 is behind them. No one wants to own a "value" stock now. There appears to be easy money to be made by buying stocks that are already going up fast. I hope a rotation to "value" will occur, and right away. If not, I believe we will suffer a blow out and everything will go down, ie, the AMZN's of the world may suffer no more than a PSFT. This is basically what happened in late Sept; the more speculative issues held up quite well. I am not comfortable in the environment we appear to be entering, therefore I choose to not compete.