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

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To: Tech Master who wrote (10716)4/4/1998 7:46:00 PM
From: ThirdEye  Read Replies (1) of 13949
 
Tech Master, you are being fairly provocative and somewhat coy. Numerous questions come to mind for which I do not have answers.

Body shops are taking longer than expected to fix code? Not enough bodies? Finding special situations that are unanticipated? Finding systemic flaws in their tools? Delivering code that can't be put back in production? Cost overruns?

What is a customer to do? Wait? Can't really do that. Sue? Can't really wait for a suit to be resolved when you've got a fixed deadline. Start the job over with another vendor? Who will pay for that?

If these problems are occurring as you say, how will a body shop deal with it and how would we know? Lower than expected earnings and mushrooming reveivables? Isn't that what we would expect right about now anyway? What would the 10K look like if a body shop was shading the accounts to try to conceal problems?

Are we going to see public declarations of some kind? I doubt it, don't you? Are there signs that we all could look for or are you reporting privileged information?
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