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Technology Stocks : Cognicase (COGI, T.COG) - Integrated IT Solutions
COGI 4.550+8.3%Jul 18 5:00 PM EST

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To: BM who wrote (87)3/8/1998 9:24:00 PM
From: gerald tseng  Read Replies (1) of 843
 
To All:

After reading thru the posts, I can now understand why you guys are so bullish on COGIF.

I would like to conclude my thoughts here, and please correct and add if you found anything missing in my conclusion. THANKS in advance.

1. Y2k Business is booming. Have a very good tool.
2. Company thrive to develop "exit strategy" for business after y2k.
3. Recent acquisitions clearly define their determination for #2 above.
4. Deal with System House is huge for their y2k side of business.
5. I am amazed that they acquired companies that's quite bigger than themselves in terms of revenue.
6. PE at 55 (1998) and 32 (1999). EPS grow at 71% (1999 vs 1998).

Obviously, the management has very clear objective, and they seemed to be executing it. I guess the only uncertainty here is how well they can digest all these acquisition recent and in the future?
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