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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: C.K. Houston who wrote (9556)2/18/1998 9:37:00 PM
From: paul e thomas  Read Replies (1) of 13949
 
CHERYL, TPRO has the best upside potential of any Y2K stock I am familar with.None the less the outlook is less certain than many others.As prima-facie evidence Jenkins in the Conference call was asked to comment on the current high and low estimates of 1.25 and .37$ per share for the June 99 fiscal year. This is in contrast to a typical 10-20% spread for other Y2K firms.Last year IMRS was able to provide pretty good guidance on the anticipated buildup of revenues.TPRO is earlier in the life cycle of their Y2K business.I had been hoping that the conference call would provide some longer term insight into the TPRO outlook.A number of Analyst questions was in this arena. I understand why they were not able to give much long term direction as even the short term outlook is fuzzy. Uncertainty is perceived as risk and will hold down prices. This is good for those willling to buy now as those wanting less risk will have to pay higher prices later on
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