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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: paul e thomas who wrote (9288)2/3/1998 12:34:00 PM
From: John Sikora  Read Replies (2) of 13949
 
paul,

CC very positive...

+'s
Increasing margins
250m backlog
Hinted at some very large deals TBA that will clarify longer term objectives
Able to pass on increasing cost (of bodies) to customers
Expects to be a billion dollar company in 2-3 years

-'s

India JV not developing well
weak licensing thus far

CHRZ IMO continues to be the " blue chip " of the group.

john
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