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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 9:27:00 PM
From: P. Ramamoorthy  Read Replies (1) of 13949
 
Exposure to y2k code delivery problems is limited to about 20% (max) for CBSL and SYNT. A higher percent for IMRS. CBSL and SYNT have been cross selling services and at the same time trying to reduce reliance on a few large contracts. So, this side of equation looks strong. (ie., evident in stock price)
The other side: order flow to ALYD and others. Gary (taoman) already addressed issues in an earlier post.
exchange2000.com
ALYD, tool vendors, etc. unfortunately lost about 6 months (2 qtrs) or so, due to foot-dragging of potential clients. Ram
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