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Technology Stocks : IMRS racking up y2k contracts. -- Ignore unavailable to you. Want to Upgrade?

To: Sam Golden who wrote (1611)	11/11/1997 8:59:00 PM
From: Giordano Bruno	Respond to of 3162

A little reassurance from Briefing.Com. Out of the Y2K universe, we came up with only four stocks that meet the above criteria. Surprisingly, they aren't what you might expect, at least, they aren't the "hot" Y2K stocks. In fact, they are all systems integrators, who license software tools from the "pure" Y2K companies. Is it possible that the tools companies, while enjoying good runs over the next two years, wind up handing the bulk of the business to the large systems integrators, who actually perform the work? It's too early to tell, but it should be considered. The winners are: Information Management Resources (IMRS), Complete Business Solutions (CBSL), Mastech (MAST), and Keane, Inc. (KEA). All of these companies are established businesses, with years of experience in systems integration and development, and all have established customer bases. None of them have businesses solely based on Y2K conversions, but all of them are currently emphasizing the Y2K side of their business. They all are likely to obtain Y2K work from existing customers, and they have the opportunity for cross-selling to new Y2K customers. In fact, Y2K may turn out to be the best lead generator ever for these companies. Here are the results of our search: StockQ3 Rev MMRev. GrowthQ3 EarningsQ3 EstimatesEarnings GrowthIMRS23.0228%0.150.12275%CBSL29.433.6%0.250.1955%MAST53.272.1%0.210.18163%KEA169.940.5%0.180.1780% Earnings are per-share, estimates are Zacks, but all beat First Call estimates as well.