Well, tell the Mad Monk we miss him.:). I wanted to ask his
opinion on a certain stock, so tell him he should at least visit
now and then.
Matt, CPWR is not exactly small potatoes, looking at their sales
history, this will be a billion dollar year, if they continue on
trend. What I understand is they are very backlogged in the year
2k department and need ALYDs help. A number of Year 2K tool makers
are moving into their revenue streams.
I think we have discussed ALYD financials enough for awhile, in
my opinion.
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Jeff or anybody else, any back log numbers on CPWR for Year 2k work.
I am currently collecting the various companies backlog numbers,
I will post the results hopefully in the next week or two. Like CHRZ,
KEA, IMRS, CPWR, etc, to get an idea of how bottlenecked we are getting in Year 2K work.
I know IMRS recently announced $125 million, CACI has a billion in
backlog, but I know not much of that is Year 2K work. Last info
I have on KEA is the over 300 Front end work beginning to move
into some sort of conversion phase.
If anybody has current numbers, please post. It would be good to start tracking on a monthly
basis. Being I come from market research business, numbers are
good to pick apart, especially the moving forward ones.
If we all invested in Year 2K companies based completely on financial
histories.....
I imagine one of the dilemas is what % of work to offload now versus
waiting until the company can't wait anymore, being that everybody
wants to make as much money as possible out of this (unless there are
some non profit year 2ks).
I am also curious, what are people thoughts on triage, in companies
the % of systems replaced vs dumped vs converted. Mission critical
vs non. What are people seeing thus far?
Hope everybody is having a nice holiday weekend. Next week is
certainly going to be an interesting one.
Kathy |
