Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Judy who wrote (7201)	4/7/1998 5:15:00 PM
From: Crossy	Read Replies (3) of 120523

Dear Judy, thanx for giving me Your view on Y2K companies. Actually Your response just reinforced my view of the group: that those "body-shops" are a bit inflated, since You cite them the current targets of the MO-players. I like to get into a sector before the MO-players took over, so I would have to stay away from the segment so far. One exception being TAVA which I have in my portfolio as a long term hold, although it's just a small fraction of my original position - wish I had it kept longer. TSK doesn't seem so bad to me, will have a look at it. I can't put it better than You did: "..looking for an area of growth beyond year 2K". I would think the "rightsizing" camp - software vendors and tool shops (not just short-term oriented Y2K solutions) should have an edge here, why not design a new/better/improved system than tampering old stone-age cobol code. Could be that enterprise networking might act as a catalysator (virtual firm etc.).. at least in the long run. Will try to look into UCMP beyond Y2K stuff. Perhaps they have some "enterprise migration" tools also. In that case the company could be interesting... best wishes CROSSY BTW: telephone eqipment: since You seem to like TLAB, let me point out not to overlook TLTN: Teltrend. It's very cheap valuation-wise and earnings are on the rise again...

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