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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Risky Business who wrote (7998)	11/20/1997 4:08:00 PM
From: Peach	Respond to of 13949

Right on, Risky! ... IMRS, Because so much is riding on my investments! Norm (friggen dead head) . . . PS..... WOW, I got post number 8000 and the number 8 means MONEY!

To: Risky Business who wrote (7998)	11/21/1997 11:33:00 AM
From: Warren Gates	Read Replies (2) \| Respond to of 13949

Hey Risky, still doing the Y2K stuff ... well here's one I'm recommending, not a pure play but take a look ... SSAX- SYSTEMS SOFTWARE ASSOCIATES ... they're a play in the huge enterprise software market competing with SAP, BAANF, ORCL, PSFT ... What's so compeling about it is that it sells at about 1X sales ... huge last quarter, reporting about next week, stock has turned around from a low of $4. Rest of the competitors are at astronomical PE's. Now for the Y2K play. It's software can be installed at more than half the amt of time as its competitors. This is a big factor when all those companies finally decide to junk their non-Y2K conforming software. A lot of them are already doing so. Those that are in the AS400 platform are beginning to migrate to their software without having to junk their hardware. Eventually, they could migrate to UNIX based client server. I'm still a bear with most Y2K plays like Zitel, VIAS, DDIM. Neutral to bullish on CHRZ, IMRS. Bullish on the non-pure plays like IBM, CA, PSFT, and now SSAX.