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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Pancho Villa who wrote (9037)5/21/1998 9:31:00 AM
From: Mr Logic  Read Replies (1) of 18691
 
Geimer says:
on a $12m run rate this year (calendar or fiscal, don't know)
looking to do $20m next year

tools do not fix code

post y2k: customers do not want to migrate old code now so are fixing it. post y2k
ACLY will carry on their old business of migration
CPQ/DEC is good for them
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