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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: airborn who wrote (10705)4/4/1998 3:36:00 PM
From: Jeffrey S. Mitchell  Read Replies (1) of 13949
 
Airborn, the Agiss contract strikes me funny. It says "...an order to supply Year 2000 compliant computer systems. This equipment is to be delivered before June 1, 1998 and has a total value of approximately US $5.3 million."

Does this mean Agiss is selling hardware? What's the margin on hardware these days, 5%? Isn't all new hardware (supposed to be) Y2K compliant? How does this deal make Agiss any different from CompUSA?

But, as with TPII, TSIM, and VXTK, AGCR will undoubtedly make a big run. The only question is if it will go down again before it goes up as it seems to fluctuate so much. I remember when it was bouncing between $2 and $3, just ask Ted Pacitti.

- Jeff
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