Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Investor2 who wrote (875)	7/13/1997 10:36:00 PM
From: DD™	of 42834

*"Will the Y2K remediation firms' revenues drop after the year 2000, when their primary business line disappears?*. For many of the heavy-hitters, the Y2K area is one that they are capitalizing on. IMRS, CBSL, ANLY, PTUS, SEEC, MAST among others, have core competencies beyond Y2K such as contract programming. Peritus is developing products to handle other mass change events like the European conversion to Eurocurrency and Japan's proposed addition of digits to its telephone numbers. Both SEEC and Mastech offer a range of products and services that go beyond the Year 2000 challenge, so their markets won't disappear in 2001. SEEC focuses on software designed to maintain the programs that run large mainframe computers. The mainframe ain't going away, so they'll continue to have business. Granted, the Y2K problem is unique, and will result in windfall profits. Timing will be important, especially with espect to proper entry and exit points for these quality Y2K firms.

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