SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Strategia Corporation (SAA) and Year 2000
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ThirdEye who wrote (92)7/17/1997 9:59:00 AM
From: Superhawk   of 146
 
Strategia's business plan depends on "piggyback" contracts. From
the SEC 10-K: "The Company intends to execute most conversion
projects through arrangements with third party conversion specialists".
STGI has been in the disaster planning and recovery business for
many years, so their testing capabilities should be well established
and recognized by now. Strategia company representatives claim
it has taken years to develop and validate the software, testing
methods, and routines as well as accrue the test planning experience
needed to run a viable testing business.

Your point about cash rich tool vendors looking for a place to spend
their money is a good one. I think they'll be overwhelmed with high-
margin software business for the next couple of years and looking to
build post-Y2K alliances, however. The testing business requires a
significant investment in real estate and expensive equipment, an
infrastructure I'm not sure the software folks want to build and
maintain. For example, STGI's new facility in Shelbyville, KY is
30,000 feet of raised-floor space with several large IBM mainframes
and peripheral equipment.

The issue of exactly what cash-rich software companies will do with
their new treasure is one which has not received much discussion.
If the experts on these SI boards can figure that out, there are even
more profits to be made.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News