To: Hardrocker who wrote (5902 ) 11/13/1997 5:23:00 PM From: Zebra 365 Respond to of 31646
Note from AON on the Fool Board Thought this favorable comment should be shared here, highlights are mine, otherwise verbatim: Subject: Re: New kind on the embedded chip block... Date: Thu, Nov 13, 1997 16:52 EST From: MFlet Message-id: <19971113215201.QAA08313@ladder01.news.aol.com> <<Besides tpro has essentially been certified by AON Risk Assessment to address the factory.<< Although I was not part of the team that considered who should be a part of the AON sponsered ARM2000 (AON Risk Management 2000) program, I am familiar with the program. I am sure that there is no "certification" by AON involved. Rather members of the Project do their own thing as part of an overall comprehensive approach to the Y2K problem. I would not think that AON would want to take on the liabilities inherent in any "certification" process.Tpro is, to my uncertain knowledge, the only vendor out there that is widely recognized to be competent in working the Factory floor. Their market is, and because of the increasingly difficult employment market for qualified engineers,and has to be limited to the largest manufacturers. Their services can go for as high as $800,000 for one site (admittedly a large one). Large companies are beginning to triage their operations for Y2K compliance work. All this bodes well for the short term work load and profits of Y2K professional remediation companies. It is estimated that 30% of the work on the Y2K problem will be achieved AFTER 1/1/2000! so there will be a continuing revenue stream after this date. Long term investors should be cautious however as to the viability of Y2K firms into the next century. Make sure that they will have products to sell to the marketplace after the mess is solved! Milton Fletcher AON Risk Services Los AngelesHardrocker, Is a Zebra a white horse with black stripes or....? Just picked a name that would show I'm niether bull nor bear. Zebra