INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation Message Board

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Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation

IAIC 4.280

+12.3%

Dec 16 4:00 PM EST

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To: Matthew F. Kern who wrote (1366)	3/30/1998 11:28:00 AM
From: RikRichter	Read Replies (1) of 2011

Matt, Your analysis sure looks conservative to me. ;-) If your $3.00 EPS forecast is correct and one applies a market P/E ratio of about 25, IAIC's stock price has significant upside potential from the current level. Last Friday's news release about their expansion of facilities and LOC capacity and significant additional hiring of programmers to meet expected demand for UNICAST/2000 bodes well for your estimate. OTOH, look at another Y2K tool vendor PTUS today which is CUTTING its workforce by 35 employees and projects a loss to breakeven for the first quarter of 1998. At this point, IAIC and PTUS are painting two different pictures. PTUS, however, concentrates on COBOL fixes. I have always felt that IAIC's "ace -in-the-hole" is its very strong alliance with Computer Associates and its preferred Y2K fix status for CA's fourth generation language database management products. Bring on CA-WORLD '97 (April 25th in New Orleans)!!! Regards. Elliot

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