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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: Nanda who wrote (10790)4/7/1998 1:44:00 PM
From: Ron Sirch  Read Replies (1) of 13949
 
David Zgodzinski of SI is a good writer but I don't believe he has
put much sweat into y2k DD like many here have. If you haven't read his y2k article, it's still up on the home page. Especially note his final statement -- the subject of my first e-mail to him. Below is my latest e-mail to David. Any one else have a similar reaction?

David -

Just re-read your article and I have to tell you that you need to review some of your statements for accuracy. I really don't have the time to take on all the points but I have to say that it is outrageous to say that "toolmakers sell software to companies who use their own staff" and that "Service Integrators contract the personnel as well as their own tools to get the job done." It's just not that simple. For example, SEEC provides tools to some 16 partners including heavyweights like IBM, Unisys, and Intersolv. They are a preferred vendor to Keane. SEEC software is utilized in over fifty y2k factories world-wide, including five IBM factories. Indeed, their business model is phenomenal and IMO they will be one of the big winners. And they will continue to grow well past 2000 with their superior technology. Yes, I am long SEEC -- and plan to remain so. (Also hold KEA, TAVA, CBSL, IAIC and IMRS.)

Regards,

Ron Sirch
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