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

To: david sosiak who wrote (13743)	2/18/1999 9:56:00 AM
From: Josef Svejk	Read Replies (1) \| Respond to of 13949

wavplace.com

To: david sosiak who wrote (13743)	2/18/1999 1:00:00 PM
From: Tumbleweed	Read Replies (1) \| Respond to of 13949

Hi Dave, well, I held TAVA once (even made a small amount of money on it). I agree with most of what you say except for one fundamental point, re the 'unlimited upside potential' of the Y2K sector. I disagree for the following 2 reasons. 1) Whilst the market might be huge, the companies themselves are limited in what they can earn due to limited time and limited resources (eg people, either hands on remediation, and/or sales people. They cant earn what they can't sell). 2)I think there will be public perception that there is not enough time for these companies to earn the money, ie Y2K work ends on 31/12/99. I know thats not the truth, but if enough people will believe it to be so, that will keep the price down. I'm continuing to hold Sapiens, might look at TAVA if it dips below 6 as a short term thing. Comments? BTW, enough Y2K companies also hyped their own products without needing assistance from others. Whatever happened to Beemers 'silver coated bullet' to name but one of many? Joe

To: david sosiak who wrote (13743)	2/19/1999 10:54:00 AM
From: Sir Auric Goldfinger	Read Replies (1) \| Respond to of 13949

DOOOOde, whatcher been smokin?

To: david sosiak who wrote (13743)	2/23/1999 1:11:00 AM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 13949

Re: Live webcast of Y2K debate later today ZDY2K debate In response to overwhelming concern about the impact of the Y2K computer bug on the financial services industry, Ziff-Davis' ZDNet has organized a high-profile industry debate to examine the foundations of customer and investor fears. The event will be hosted by editors from ZDNet's ZDY2K site and will feature top Y2K experts from the banking, research and investing industries. Panelists include: Steven Hock, president, Triaxsys Research; Dennis Grabow, founder and CEO, the Millennium Investment Corp.; and George Juncker, vice president, bank supervision, New York Federal Reserve. Mitch Ratcliffe, editor and executive producer of ZDY2K, will moderate. The ZDY2K debate event will be webcast live -- keep an eye on this space for a link to the broadcast. If you'd like to attend the debate, it will be presented at Ziff-Davis' IT for WallStreet '99, a conference and exposition aimed at helping IT professionals survive and prosper amid radical change in the financial services industry. The debate will take place at on the show floor on February 23 at 12:45 p.m. ET at the Jacob K. Javits Convention Center in New York. zdnet.com - Jeff