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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: Matthew F. Kern who wrote (917)9/21/1997 6:16:00 PM
From: Matthew F. Kern   of 2011
 
-----------KEY ISSUE OF REAL IMPORTANCE----------

The data I have been getting lately shows over 40 Billion lines of code in ADS/o. This comes from investors sniffing about at CA and CACI.

Also, CA tools are assumed to represent the solution for over half the above lines.

If you are LONG OR SHORT, and have any data on the above which has any concrete support, please post here.

THIS DATA, GIVEN A (reasonable) GUESS AT 10 CENTS PER LINE TO IAI, YIELDS FIGURES OF OVER 1 BILLION REVENUE TO IAI IN '98 AND '99 FROM ADS/o ALONE.

I feel that this is a key datapoint in this discussion. If this data is right we all need to know.

.........Matt
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