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To: Money Mood who wrote (5544)	11/6/1997 1:26:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 31646

www.briefing y2k stock selection criteria... Per TheBriefing (one of the top 10 business Websites ber Barron's), it is the systems integrators who will make the biggest bucks from y2k. Read this fascianting system for picking y2k winners: www4.techstocks.com WHat is interesting is that TPRO (not mentioned in the article) may be the only company with both proprietary software and systems integration core business. The Briefing article deals with the IT/IS problem only. They menitoned four companies benefitting the most, and 3 of them use PTUS software . DocStone

To: Money Mood who wrote (5544)	11/6/1997 1:37:00 PM
From: M. Frank Greiffenstein	Respond to of 31646

1% Penetration Estimate So, TPRO will have 20K CD-ROMs going out. Lets say they only have 1% penetration for end-to-end services. Let's use their work for Sun Oil as the benchmark. Sun's work resulted in 330K total of end to end services (analysis, renovation, integration). 1% of 20000 is 200. 200X 330K = 66 million. And that does not include their regular system integration work, it also does not include stand alone CD purchases and front end analysis in companies found to be y2k bug fee. So $3 buck share in one year from the Wonderware bundling deal? Where's the WIdows and Orphans fund money... DocStone