Thanks for the analysis, MDR. I posted on yahoo and got many attacks.
So last I posted following, no ZITL longs seems to care to answer,
I wonder ZITL longs here could answer:
It seems many ZITL longs here are working on fixing mainframe
legacy code's Y2K compliance. I have no experience here, but
specially like to know the approach they used here. If one
happens work on FORTRAN's y2k compliance, please explain the
approach in Fortran. This is for application only.
Now for ZITL, I plan to short it. My arguments are:
1. If they still do not have the government contract, then
they will not get it in the future.
2. Any y2k clients knows, there is no secret weapon to deal
y2k.
3. If ZITL claims to have such secret weapon to auto fix
y2k compliance in database, then every y2k service provide
can have it. How hard can it be ? if you know the format.
4. ZITL has history of misleading investors.
5. My friends at San Jose consider ZITL is very bad company.
6. Personally, I found many so called ZITL longs on this thread
is just in for a quick false hope squeeze.
7. There is no analysis following ZITL
8. I believe significant y2k contracts will go to other players
like IMRS, VIAS, KEA ... and real believer of y2k are investing there.
No rubbish please, it is not something you and me can move ZITL
unless you have 100K shares. The purpose is to find out why there
is difference between longs and shorts. I also bet most of readers here are short term players, that's
fine. We all in for
the bucks, so bear each other.
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