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Technology Stocks : CHRZ - What is the near term outlook?

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To: William F. Wager, Jr. who wrote (90)4/21/1998 10:13:00 PM
From: John F.  Read Replies (1) of 443
 
Thanks for the number , I listened to the entire conference call and picked out two items that may have influenced the drop today . One is that Viasoft had a disappointing quarter this did not help .Secondly the Y2K portion of the revenues will only account for 30% and is not anticipated to increase . Can this be interpeted has a case for being flat at best revenue stream or less ? Or do they mean that proportionally both sides of the revenue will increase , that is Y2k solutions and their various other business activities . Finally I was a little dissapointed that management did not want to elaborate on the backlog situation and break this number down to see which part of the business is growing and which is lagging .
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