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Technology Stocks : Data Dimensions

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To: craig crawford who wrote (1982)7/1/1997 2:11:00 PM
From: TEDennis   of 4571
 
craig: >>Doesn't this sound like money in DDIM's pocket?<<

To me, it sounds like a tremendous opportunity for many firms to cash in on the Y2K frenzy. Some of them will make out like bandits, some will fall flat on their face when they fail miserably.

>>Any tool that can speed up the process [of finding and fixing the date problem] is like gold right now.<<

I agree wholeheartedly. That's why I'm invested (gambled) in several of the Y2K software vendors right now. But, I'm focusing on those vendors that are primarily software developers, not those that are a consulting firm with some "oh, by the way" toolettes that were built to cash in on the Y2K situation. VIAS, CPWR, PLAT, and CA fit into the "pre-Y2K" frenzy set, while ALYD, MatriDigm and others are in the "we've got one, too" set. I believe each of those companies will do quite well with their high-profit-margin technology sales. The consulting legs of each company won't do as well (from a profit margin perspective, but will still earn lots of moolah).

The bad news about all of this .... is that gold is depressed right now, so being "like gold" just might be a bad thing.

May DDIM be a tremendous profit maker for you,

TED
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