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

To: paul e thomas who wrote (8213)	12/3/1997 2:55:00 PM
From: Nanda	Read Replies (1) \| Respond to of 13949

I am now completely out of my call options and I must say I lucked out. I still have 20 Dec. 25 puts left. I am still in money. By tomorrow I should be out of them. Currently, I have 6000 IMRS, 8000 TPRO, 6000 SYNT and as of yesterday 2000 ALYD. I am still sitting with 1000 PTUS and 1000 SPNSF. At next move I should be out of the latter two. TPRO looks like all gassed up and ready to go. SYNT on chart looks pretty bad but I am certain I will make some good money on this one.

To: paul e thomas who wrote (8213)	12/3/1997 4:37:00 PM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

The Market is Mysterious CACI has been one of the better performing stocks on a relative basis. IT recently announced flat year over year earnings in line with expectations on 13% revenue growth.First Call is projecting 2nd year earnings growth of only 20%. The pe to growth ratr ratio is about 1.0. CACI announced a Y2K contract in concert with IAIC for 2.3mm lines of code. The CEO said he is pleased with a robust pipeline of Y2K work.While the government is issuing some very large Y2K contracts according to my Daughter some of this must be coming out of regular consulting budgets.Other than a low PE I don't know why you should buy CACI