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Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation
IAIC 4.280+12.3%Dec 16 4:00 PM EST

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To: the dodger who wrote (867)9/13/1997 9:45:00 AM
From: Matthew F. Kern   of 2011
 
Dodger:

Newby estimates $200,000,000.00 revenues. Check the lousy Bloomberg article for verification. Call Newby and company for details.

What we need is some people posting on the Y2K revenues at CA, from the CA services business. CA, I have heard, has over 2000 salespeople, and has seen large increases in contracts for Y2K work. Other data from Mantech, Pinkerton etc. would complete the picture. No one is going out of their way to get that so far.

Profits will emerge in FOURTH QUARTER, so far as I know. Some ramp up profits will be shown in 3Q '97, but estimates on 3Q will be hard as heck for anyone, as it depends on what portion of the ramp we catch and so many other factors. See many many earlier messages to verify that this is an old story.

I agree that we need more analysts, HONEST analysts, covering IAI. This implies some of those long MM's doing something, and I don't know how to make that happen.

...........Matt
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