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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Crossy who wrote (7162)4/6/1998 5:33:00 PM
From: Judy  Read Replies (3) of 120523
 
Crossy, my dear

I am not familiar with UCMP or what it does, but the thin float of the stock suggests that institutions will bypass it.

But a quick word, don't confuse the sophistication of a solution method with volume of business or near-term need. While it may not be innovative to outsource strategic resource, when the crunch comes for remediation of yr2k problems ... the body shops will be the first ones to make out like bandits.

VIAS and DDIM I traded in '96 and '97, and I fled before the mo-mo boys abandoned them. Momentum-wise this year I am trading IMRS, CBSL, SYNT and MAST. Valuation-wise I like TSK and CDO for late this year, momentum traders are not interested in them now. As a speculative investment I endorse TAVA whose time will come unless management stumbles in execution.

The Street is looking at yr2k companies with business areas for revenue growth beyond yr2k, and current or forthcoming contracts to validate their legitamacy.
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