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Gold/Mining/Energy : Certicom Corporation (TSE:CIC, NASD:CERT) -- Ignore unavailable to you. Want to Upgrade?


To: Tom Drolet who wrote (1543)3/6/1999 12:32:00 PM
From: tom ablett  Respond to of 4913
 
To be honest when I first read the "1/4 way down" comment I thought the same way fo a couple of seconds but my building faith in CIC led me to re-read it very quickly.

I really feel that the people who wait until the new year to load up on some of these high tech stocks will be way too late and miss the bigger move. The MM's will be way ahead of you and when they start to go, a lot of people will hesitate and wait for the perverbial pullback which won't happen with any of the good companies.

I feel that software co's especially, such as CIC, GAC, SAP, ITWO, DRTE, PRGN, and on and on will build up for explosive moves toward the end of the year---3rdQ--- once the bigger Y2K related expenses are out of the way.


Just a small fry view.
Tom A.



To: Tom Drolet who wrote (1543)3/6/1999 1:11:00 PM
From: Tom Gordon  Respond to of 4913
 
I have been told there is definitely a wait and see approach to see how things unravel around the turn of the century, for what real specific reason I do not know.I guess every OEM has confidence in there product in regards to the Y2K factor, but there is always that sliver of doubt that keeps you on guard,thus the hesitation for commitment.



To: Tom Drolet who wrote (1543)3/7/1999 10:13:00 PM
From: BLZBub  Read Replies (2) | Respond to of 4913
 
Tom,

I believe that the Y2K factor is mostly related to infrastructure spending. Most large companies have been spending tremendous amounts to solve the Y2K bugs in their legacy systems. This leaves very little in the budget for new infrastructure initiatives such as the deployment of eCommerce servers and terminals. Companies affected include the banks and the telcos, both of which will be major drivers in the deployment of eCommerce down the road.

Bill.