SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation
IAIC 4.280+12.3%Dec 16 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Matthew F. Kern who wrote (1299)2/27/1998 9:46:00 AM
From: Matthew F. Kern  Read Replies (1) of 2011
 
Re: Conference Call

That was some data. Debunking some bad info:
1) The 24 factories is a CA contribution only, and is a target figure for the year.
2) The factories in place now have not broken the umbilical and are still in IAI factory site.
3) There are 50 leads in work for sales at IAI alone, ignoring the other factory folks like Mantech.
4) No concrete date is available for being profitable, but this quarter could do it.
5) No date for completion on other products as the Beta test period is flexible. IDMS COBOL will come prior to other tools, and should be in internal use quickly. Knowing what they have I would guess internal use may occur by June or so.
6) Margins will be in line with other software companies.
7) The migration and conversion business is discussed as a focus for post 2000 work.
8) IAI uses 20 to 30 billion lines as a ballpark for all code in all of it's languages. No guess at market share.

Some things missing:
9) No data on the relative value expected from follow on vs. the 5.2 mill in hand. (You analysts missed the boat on this one. I couldn't get in a question as an independent!)
10) No data on rate of acceleration or capacity to perform which indicates the amount of revenue this quarter. A lines passed through per day figure would have been nice.

.................Matt
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News