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Technology Stocks : Zitel-ZITL What's Happening -- Ignore unavailable to you. Want to Upgrade?

To: Gary S. who wrote (13617)	1/6/1998 1:11:00 PM
From: John Kratus	Read Replies (2) \| Respond to of 18263

Gary, Thank you for the full text of the article, but your selected use of boldface is a little self-serving, or at least Zitel-serving. In my opinion, the most important section in the article is this one: "The concern with software makers is that their products won't be needed after the conversions are done. Service providers, though, will be in demand to maintain the changes." Zitel is not a service provider. Its only hope of profiting from y2k is from its stake in MD, which is a software company. The IBD article points out that the profitability of these companies post-2000 is limited. An analyst from Soundview is reported liking Viasoft, because, "They have quite a few products, and most of their existing products have been around for upwards of 10 years." But this is not the case with either MD or Zitel. MD is a one-product company, and Zitel's older hardware business is declining as IBM phases them out and new products struggle to take hold. The IBD article offers investors lots of better places to invest in y2k than the never-mentioned Zitel. John