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Technology Stocks : Cognizant Technology Solutions Inc (CTSH) -- Ignore unavailable to you. Want to Upgrade?

To: Seeker of Truth who wrote (65)	2/21/2001 4:32:00 PM
From: Alfred W. Post	Read Replies (1) \| Respond to of 96

I just read about the newest quarter and that it was a bit better than expected That is fine. What I did not understand is that apparently "there is strong revenue visibility for the first quarter of 95%". Does this now mean tthat we can expect for the 1st quarter an increase of sales by 95% which would be terrific or does it mean that we can expect just 95% of the previous sales volume? which would be aa whole different story and not that good. Can someone clarify this? Fred. PS the information was found in MSN under recent news.

To: Seeker of Truth who wrote (65)	5/12/2002 10:05:16 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 96

I'd like to modify my statement of 21 months ago. I said then that one should own both originators of software and service providers who install, adapt, alter, and instruct about what is basically other people's software. But with the emphases of 2002 I'd like to declare that we don't have a mandate to own any company in this or that area. Everything depends on the price. Once in a decade or so there is a time when almost any stock becomes overpriced. That's the time to let go. That includes CTSH some day.