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

To: P. Ramamoorthy who wrote (13528)	1/11/1999 10:36:00 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 13949

SPNSF is finally on the move, after breaking out. It frustrated many long term holders. If earnings are as good as last qtr, the market will take notice of their y2k, Euro, trans-connect, etc. Ram

To: P. Ramamoorthy who wrote (13528)	1/11/1999 11:39:00 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 13949

Dont forget that a lot of PC's are going to be purchased this year. Many older PC systems cannot cope with Y2K, and/or the new Y2K apps that are replacing non-compliant apps need new hardware to run on. So, I would expect the traditional PC vendors to do well, especially Dell. Even CPQ, though I personally dont like them. I expect Dell to double this year. Chicken feed compared to the weekly returns from the Internuts, but for someone looking for a less scary ride, and no sleepless nights, investing in hardware companies as a Y2K strategy Y2K is worth consideration. Also Unisys. Doing very well at the moment. JoeC After its awesome rise over the last few years Dell has been taking a breather since about October but is now on the move again. FWIW, I own Dell, just sold CPQ