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

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To: P. Ramamoorthy who wrote (10710)4/4/1998 4:05:00 PM
From: John Sikora  Read Replies (1) of 13949
 
Ram,

<The key is earnings. Earnings or lack of earnings is what matters.>

Earnings are crucial to the equation as well as top notch management with vision towards the future...In terms of the tool vendors SEEC has .31 for last 9 months with this q est of .10 to .14 on more shares. Will they make those #'s? If so they are trading at around 30x trailing earnings...CRYSF earned .44 in fiscal 97 and grew revs by 450%...They are trading at about 40x trailing earnings with a sure hand in Euro conversion as well. I've placed my chips with these 2 companies at the moment and have an eye on SPNSF as well. ACLY at 14 looks rather tempting as well...However until further notice body shops still rule the roost...Just look at the past months charts of CBSL MAST SYNT IMRS KEA MAST etc....

john
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