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

To: Superhawk who wrote (9223)	1/28/1998 7:21:00 PM
From: RikRichter	Respond to of 13949

Q. Y2K + UNICAST + CA + SOROS = ??? Answer: IAIC 19 1/2 + 2 1/2 (or +12.22%) on volume of 42,900. Regards. Elliot

To: Superhawk who wrote (9223)	1/28/1998 7:48:00 PM
From: ThirdEye	Read Replies (1) \| Respond to of 13949

Scott: The five testing concerns I had in mind are CPWR, PLAT, MERQ, SAA, CDO. To this list add SNDT and Amdahl(AMD?) The issues that I would like to sort out about these companies include: identifying their niches(they do not all test the same stuff) anticipate the % revenue they will receive from y2k testing identify their alliances(a la CPWR/ALYD) their pricing structure(reportedly $7K - $100K per DAY for CDO) CPWR has had a phenomenal year, PLAT is up >100% off its low of 12-ish last year, MERQ has moved sharply since Nov.,CDO has traded in a fairly narrow range since July, SAA is off 40-50% from its high last year, don't know about SNDT and AMD. Maybe we should contrive a little "Testing Index" and keep track of this mini-sector.