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Technology Stocks : Intersolv News
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To: Mr. K who wrote (875)6/3/1998 11:58:00 AM
From: Arrow Hd.  Read Replies (1) of 1069
 
Viasoft is a good example of what has happened to Y2K stocks. This
was a really high priced issue not that long ago. Now it is actually
a bit better value than ISLI based on earnings estimates since if I
recall correctly they are expected to earn about 10 cents more than
ISLI in their corresponding year. So the anticipated PE is a bit
lower. That said, I would rather own ISLI since is has a robust
portfolio of offerings in addition to their Y2K business. Plus ISLI
has both tools and services. VIAS is more a tools company and the
tools concept has been slammed lately for not having post Y2K staying
power which I dont quite agree with but that doesnt matter if thats
what the money thinks. Anyway, the entire Y2K industry is down but
not out. This problem is not even close to being fixed. I get very
involved with the issue in every day, real life scenarios and the
focus now is strictly on Mission Critical applications. Most
companies will not get there totally in time and even if they do
companies they sell to, buy from, or depend upon will screw it up and
impact them so there will be a period of hysteria that could elevate
Y2K solution providers to unforeseen levels of importance which I
would hope would be translated into share price. But who knows.
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