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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 (9120)	1/22/1998 9:34:00 PM
From: BM	Read Replies (1) \| Respond to of 13949

>> Any feel for how this will affect the Canadian Y2k companies? Risky, a couple of thoughts on the weakness of the loonie against the US dollar: - the Cognicase product becomes increasingly cheaper to Canadian companies, relative to tools from the US. This might also take the form of Canadian Y2K players with soft commitments to a US tool switch to Cognicase (TPII comes to mind). If slide continues another $0.10, perhaps even those with firmer commitments (e.g. LGS to Peritus) may find Cognicase increasingly attractive - Cognicase also becomes cheaper for Europeans/Asians interested in Y2K/Euro conversion tools and services (Cognicase recently acquired a consultant firm with established offices in France). Cognicase has presence already in London, Manchester, Birmingham, Paris, Munich, Madrid and Melbourne. - CGI Group will accelerate its Y2K offerings to US insurance companies, thru its US subsidiaries - Agiss may open more US offices though Europe may be even higher priority for them, given the roots of the Rybaks (Poland) and the Euro opportunity. Good question Risky! Now you've really got me thinking.