INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation Message Board

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Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation

IAIC 4.280

+12.3%

Dec 16 4:00 PM EST

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To: Sid Turtlman who wrote (1607)	5/19/1998 9:19:00 PM
From: Matthew F. Kern	Read Replies (1) of 2011

Sid: PE near 1? 1) No way, revenues will ramp down after 1/1/2000... not drop to zero. Not one single technology analyst says the revenue just +++POOF+++ goes away. 2) The services business and customer contacts IAI has built can be applied to non Y2K work with little problem, like all software professional services firms. They will be doing development, modernization, studies, migration etc. MOMENTUM IN REVENUE IS KEY IN THIS BUSINESS! The only real question is if IAI will adopt a position to take advantage of migration to 21st century technology like JAVA and CORBA and Jasmine etc. I believe they must, and they will. I expect no fossil like ploys to bank on the past glory of ORACLE and HP as if those companies are tallismans able to stay afloat in the face of the changes ahead as they did last decade. I doubt IAI will expect to stay with Y2K even when Y2K will become obsolete in but a few years. Nor do I expect them to stay with mainframe only support, as mainframes change in the face of 64 bit computing. These folks aren't stupid, Sid. They can read the handwriting on the wall. They will be where they need to be in two years or so, IMO. But, until they acnowledge the issues, I must agree you have a right to question it all and ask if they have a long term future. I would expect some answers at the annual meeting. Oh, and of course the secondary question of if IAI will ever become well known and widely known enough to support a stock price over this bargain discount level remains a biggie. But there are always questions, the point here is IAI has achieved what it said it would. This is the beginning of a big player, not the flash of a shooting star. ..................Matt

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