It's tough to say we're going to have another 1999, but we're going to try. |
Smaller community banks have been a safe haven. |
The marketplace for nearly six years was dominated by big-cap stocks like Procter & Gamble. Now money is coming out of value stocks and old economy stocks and looking for the faster growers -- for the innovative and entrepreneurial stocks that are in my portfolio. |
The original impetus was that these companies got contracts to work on Y2K. The good companies were able to transform themselves to provide services in the Internet area. |
We felt this problem was so momentous it deserved specialization. This whole problem has life after the year 2000. All of the problems won't be solved once the Millennium comes. |