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

To: paul e thomas who wrote (9313)	2/3/1998 8:22:00 PM
From: Mighty_Mezz	Read Replies (1) \| Respond to of 13949

General question re the variety of y2k fixes on the market. If you, me, and the other guy use three different tools or methods, will we still be able to communicate? Will my India rewrite handle info from your "bigitized" and his brand new systems?

To: paul e thomas who wrote (9313)	2/14/1998 1:39:00 PM
From: paul e thomas	Respond to of 13949

ANALYST REACTIONS TO CONFERENCE CALLS MORGAN STANLEY has raised their recommendation on KEA to a strong buy. IT is unlikely that this change was due to short term earnings expectations as KEA earnings for the recent quarter were only 5% above forecast. I strongly believe that the upgrade was due to a perception that KEA is on course to successfully transition from a Y2K remediation provider to broad application development and application outsourcing supplier to new and old customers .The single most important piece of information provided in the call was that KEA received orders for 1.74$ of non Y2K business to Y2K customers for every 1$ of Y2K business.Thus as in the case of IMRS credible plans for business beyond the year 2000 was the main thrust for the conference call.I am less comfortable with the CHRZ plans post Y2K as they importanly depend on successful aquisitions. I am concerned that the price CHRZ may have to pay may lead to only minor increases in shareholder value for CHRZ.I continue to urge all of you to pay increasing attention to strategic isssues and less attention to contract wins, year over year earnings growth rates etc which undoubtedly were the engines driving price appreciation in 1997.Ask yourself Why has VIAS languished ?There are only 12 quarters to the end of the year 2000.When will the PE multiple start to fall. I believe the companies with clearly articulated strategic plans and hard evidence that the plans are working will resist multiple reduction while those companies perceived only as post 2000 wanabees will fall precipitously.I don't pretend to know when this will happen but it will be bloody for those investors who react too late.