COGNF is listed as pick in Barrons on line article for 2/23,
I got emailed article from a friend, without the URL.
"Force suggests sticking to the service companies. "It's too late to
own the software companies," he warns, and some may have farther to
fall. At the same time, Force notes that finding bargains in the
service group isn't easy, given the recent sharp gains in issues such
as Keane and Computer Horizons. Those stocks do have the advantage,
Force points out, of having had thriving businesses even before the
Y2K problem showed up on anyone's radar screen. So their business
shouldn't simply dry up in 2000.
Rinaldi, too, likes the service businesses -- in particular, he
recommends Compuware, Keane, Mercury Interactive and Cognicase,
a Canadian Y2K service company that First Albany helped take public.
Meanwhile, Rinaldi sees some danger ahead for companies like
Rational Software, which provide tools to help companies write new
applications. "Come late this year and next year, as the year
2000 crunch really hits, one of the easiest things to cut will be
application development."
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