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To: John Mansfield who wrote (9691)	1/28/1998 2:31:00 PM
From: JDN	Read Replies (3) \| Respond to of 31646

Dear John: I am beginning to think that you are the best super sleuth on this thread. How about finding out what in the heck is going on with this stock. I am so disappointed today. I expected fireworks, all I get is a damn wet dream!!! JDN

To: John Mansfield who wrote (9691)	1/28/1998 3:20:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 31646

SPG's YEAR 2000 CONFERENCE & EXPO: also on embedded software problems 'Year2000.com Announcement List, Special Mailing, January 26, 1998 This special sponsored mailing to the Year2000.com Announcement List is to forward you a special offer from SPG regarding their Year 2000 Conference & Expos. Is Your Company Ready for the Year 2000? REGISTER NOW...SPG's YEAR 2000 CONFERENCE & EXPO!! NEW YORK, MARCH 18-20, 1998, NEW YORK HILTON AND TOWERS ORLANDO, April 20-22, 1998, MARRIOTT ORLANDO WORLD CENTER SPG's YEAR 2000 Conference & Expo, the largest, most focused, and longest running Year 2000 conference brings together the combined expertise of experienced users, leading industry authorities and Year 2000 solution providers to deliver hands-on strategies for solving your Year 2000 problem. The pre-conference workshops, keynote addresses, multi-track sessions, and cutting edge technology exposition will provide senior level managers and Year 2000 implementation teams in your organization with the information they need to develop and deliver timely solutions. NEW YORK KEYNOTE ADDRESSES FROM LEADING YEAR 2000 EXPERTS: Edward Yardeni, Chief Economist and Managing Director, Deutsche Morgan Grenfell -- Year 2000: Global Economy at Risk Paul Strassmann, President and Publisher, The Information Economics Press -- Pay Now or Pay Later Peter de Jager, President, de Jager & Company Limited -- Moving Towards Zero NEW YORK YEAR 2000 WORKSHOPS: (MARCH 18, 1998: 8:30am - 12:00pm) Year 2000 Implementation Techniques Carl Gehr & Marilyn Frankel, Edge Information Group Solutions to Year 2000 Problems with Infrastructure and Embedded Systems David Hall, Millennium Investment Corporation Year 2000 Strategies From Start to Finish for Small to Mid-size Companies Ann Coffou, Giga Information Group and Stephanie Moore, Giga Advisory Services Safe Year 2000 Use of Desktop Software Patrick O'Beirne, Systems Modelling Limited Establishing and Managing the Year 2000 Program Office Jesse Feiler and Barbara Butler, Philmont Software Mill ORLANDO KEYNOTE ADDRESSES FROM LEADING YEAR 2000 EXPERTS: Paul Strassmann, President and Publisher, The Information Economics Press Pay Now or Pay Later Capers Jones, Chairman, Software Productivity Research The Economic Impact of the Year 2000 Problem Edward Yourdon, Chairman & Co-Founder, Cutter Consortium The Year 2000: The Impact of Government/Social Disruptions on Your Business ORLANDO YEAR 2000 WORKSHOPS: (APRIL 20, 1998: 8:00am - 12:00pm) Year 2000 Implementation Techniques Carl Gehr & Marilyn Frankel, Edge Information Group Solutions to Year 2000 Problems with Infrastructure and Embedded Systems David Hall, Millennium Investment Corporation

To: John Mansfield who wrote (9691)	1/28/1998 7:54:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 31646

Today's y2k wrap up... VIAS tanked today almost 6 points after announcing earnings, recovered but still down 2 for day. Earnings beat estimates, balance sheet a thing of beauty, current ratio 4, stockholder equity way up. What gives? Close inspection of revenue breakout showed SERVICES revenues down but license fees way up. I think this is the critical part. The market has been rewarding the y2k service integrators, a theme that is getting boring but reality is boring. License fees not the greatest engine for growth. CEO did mention that a major fixed price contract was not complete, when it is complete, margins will improve. So maybe service fees not reflective of future potential. PTUS beat estimates by wide margin yesterday, hardly any action in stock today. Again, license fees up, service fees OK. Alot of big writeoffs. PTUS quickly trying to catch up in integration market, bought y2k renovation wing of insurer. Anyway, here is proof once again IMHO that the service integrators are still the winners in the y2k lottery. And TPRO is a systems integrator, I don't think it makes a difference if it is on the IT or non-IT side when viewed form this perspective. DocStone