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

To: ThirdEye who wrote (9225)	1/28/1998 8:25:00 PM
From: Superhawk	Respond to of 13949

Thanks, Gary. The estimate that testing for compliance will account for 60% of total Y2K outlays is eye-catching. The fact that so few companies apparently do it is surprising -- makes for a powerful market niche. In addition, I read long ago that SunGard, Comdisco, and perhaps others would only test for regular disaster-retrieval customers. That further narrows the critical Y2K service niche. If MERQ is attracting Y2K-compliance customers, they should experience a strong run-up in revenues beginning perhaps later this year, maybe before. Strategia is still a mystery -- they apparently have invested heavily in building infrastructure to handle lots of new customers, but I've heard of no meaningful deals.