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


To: the Chief who wrote (8960)1/15/1998 12:41:00 PM
From: Jeffrey S. Mitchell  Respond to of 13949
 
Chief, good to have you on-"board". If you want to play the language game when choosing a Y2K company, it's going to be an interesting decision.

You are correct that COBOL is the most popular single language by far, but all the other languages combined account for a sizeable amount as well (sorry, I don't have any figures right this second but I suppose they are out there somewhere on the net). Thus, some might argue that you should go with the "best" COBOL solution, despite the fact that the marketplace is so fractured since just about everyone does COBOL, while others might argue you should go for a company that just about has an entire language market to themselves.

If you want to play the COBOL angle, you should keep in mind that most large companies that are considered COBOL shops also have a decent amount of non-COBOL code (what you could term flavor-of- the-month languages), and thus if a Y2K vendor only had a COBOL tool, they would most likely have severe difficulties getting such contracts.

I have intentionally omitted names of companies here because, well, because were I to mention the company I like the best then all my posts would amount to nothing more than spam. Goodness knows I would never want any spam in my posts on this thread. (gg)

- Jeff
[This post sponsored by FBN Associates; this message automatically added by FBN's new Spam-2000 software]



To: the Chief who wrote (8960)1/15/1998 12:53:00 PM
From: Ron Sirch  Respond to of 13949
 
A taped replay of the SEEC teleconference will be available for 72 hours by calling 402-220-9656. Some good insights into the current dynamics of the y2k industry from Ravi Koka in addition to the SEEC specific information.



To: the Chief who wrote (8960)1/15/1998 1:35:00 PM
From: Jumper  Read Replies (1) | Respond to of 13949
 
Hi Chief, if I had to do it again....I'd short more :)



To: the Chief who wrote (8960)1/15/1998 8:06:00 PM
From: RikRichter  Read Replies (1) | Respond to of 13949
 
Chief,

My Y2K preference, Information Analysis (NASDAQ: IAIC), today announced that they raised $6 million in equity through a private placement co-managed by Cruttenden Roth and Newby & Co.

For my reasons for owning IAIC, see:

exchange2000.com

Regards.

Elliot