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Technology Stocks : Consilium
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To: John Chan who wrote (11)1/14/1997 4:29:00 AM
From: tdub   of 55
 
Y2000 Play? They sell MES systems to semiconductor fabs and other discrete manufacturers (75% of Rev.) and the other 25% primarily to pharm/biotech (another product). The products are almost all on HP-UX platforms (and VAX/VMS). I think the new CEO is doing the right things - including purchase of a Asian SI Group, which just got the primary contract job for SI at a new fab.
This, however, is Not a Y2000 play, though it's a great buy!
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