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: Mark Jurik who wrote (1734)	7/3/1998 12:31:00 PM
From: cage	Read Replies (3) of 2011

Mark, I think that over-all you have made a solid presentation of what the situation is surrounding the y2k "dilemma" of which company to invest in and which companies will in fact be the winners and those who will not. It is still a bit muddled as to where the $ will go from the investors, but as you point out, at this stage in the game it would make sense for many if not most of the 70% of the companies who haven't done anything about the y2k problem to look at the automated tool companies( and yes, very often people don't make sense). IAIC falls into that category and it also has the ability to send "shrink wrapped" tools to companies for them to work on their problem in house. I see that as a great advantage for IAIC. It fits into two of the categories and if I am not mistaken it may be getting involved in the third(that is a bit of guesswork/projection on my part). That is the consulting end. I will stick to the automated tool factory area for the present. That seems to be a solid area for IAIC at this time with most companies feeling that they would rather not deal with any of the problem if they aren't going to work on it totally in house and independently. Of course that may change as time goes by and many companies find that they are falling behind just using in house staff and materials. It is my understanding that that has already started to take place in some very large companies that needed a tremendous amount of work. What they thought would take a year or so is taking a lot longer. Back to IAIC- IAIC has as you are aware(I think) a partnership with among others -Computer Associates. This partnership meets the criteria that you set up as crucial to making partnership a successful strategy. The number of contracts that have been coming IAIC's way from CA has been ramping up in a major way and has taken IAIC from negative Q's to positive Q's The first positive Q was the first Q of this year and the 2Q of this year is projected to have been extremely positive. From what I understand the # of contracts has risen dramatically and is continuing to do so as I write. IAIC is uniquely situated in that it has tools that work on 4 languages for CA, and since CA has formed a partnership with IAIC and has trained over 300 sales people to sell y2k products, it puts IAIC is a special niche with powerful backing from one of the largest tech companies in the world. In addition to those CA languages IAIC also has tools for COBOL. Given that most y2k companies are mostly set up to work with COBOL there is a tremendous amount of competition among them. The niche IAIC is in gives it a certain amount of protection that those y2k companies that are only involved in COBOL remediation don't have. IAIC has spread out by having partnerships with several other companies besides CA-including CACI(who I think will soon start ramping up IAIC's revenues through gov't contracts and private company contracts). In addition, the achilles heel of many y2k companies has been the inability to show that they are more than y2k companies. IAIC was involved with migration of languages long before they became involved with y2k work. The immediacy of the y2k problem has put the migration work in more of a holding pattern-not necessarily by IAIC, but by companies that need both types of assistance. They are not under the gun to have their systems migrate to more modern languages, but they are under the gun to become y2k compliant. Any work that IAIC can add in terms of migration at this time would indicate that they are truly involved in migration/non-y2k work. IAIC is in talks to form some type of partnership/alliance/etc. with at least two of the larger tech companies for work in migration -if not pre-2000 certainly post 2000. I am not in a position to know if these talks have set a time frame for beginning the work in migration that the two large companies bring to them. The scenerio would call for those companies to bring their clients to IAIC for IAIC to do the migration work. I am under the impression that IAIC feels that they will bring in as much if not more revenue from migration work as from y2k work. I must stress the fact that I am not an expert in any of the above fields and anything I have said is just from putting together information that has come out to the public at various times. Anyone who wants to get more detailed information,( including the specific names of the two companies IAIC has been in talks with) should contact the proper people. I may certainly have made a mistake here and there with terms I used since I am not an expert. I also may have written some things in a way that make them confusing, but I have tried my best to be clear in my presentation.

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