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Technology Stocks : IMRS A Y2K FIRM SUCCESSFULLY REPOSITIONING ITSELF
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To: paul e thomas who wrote (127)5/19/1999 8:29:00 PM
From: Sally Gallagher  Read Replies (2) of 188
 
Paul, I have a hard time understanding IMRS stock price movement. Other IT values are increasing (all but CHRZ, which continues to base between 14-15), while IMRS lags. Slightly higher PE? Less compelling story? (I doubt the latter, since they seem to have a better post y2k plan in place than KEA, for example). I just can't put a finger on why the valuation lags when the rest of the sector is picking up.

Any reflections (even guesses!) welcome.

SG
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