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

To: IVAN1 who wrote (9354)	2/5/1998 1:21:00 PM
From: C.K. Houston	Read Replies (1) \| Respond to of 13949

Ivan1, Glad you got in on CDO before the run up. This IMO will be a favorite for funds. TESTING takes up by far the largest portion of a Y2K budget. Timing is right on this one. Major testing starting. I've been in and out CDO for 2 years and will now hold a position. It's been sleeping until recently. I don't follow CHRZ. Have been in KEA since '95. It's a great company. But I'm putting new money in MAST. I expect both CDO and MAST to split this year. Cheryl Ahhh - Saatchi & Saatchi ... to be young again in that business. Memories

To: IVAN1 who wrote (9354)	2/5/1998 4:25:00 PM
From: Jeffrey S. Mitchell	Read Replies (4) \| Respond to of 13949

Re: Y2K Testing Companies Compared IVAN1, we should certainly revisit Taoman's post on 1/28 about the Y2K testing companies. I would also add Sungard (SDS) to his list: 207.183.153.23 I suppose we could make a comparison between the disaster recovery based vendors and the software testing vendors, although there definitely is overlap. In that case, I would put CDO, SDS and SAA in the former category, and CPWR, PLAT, and MERQ in the latter one. CDO SDS SAA CPWR PLAT MERQ P/E......... 24.3 38.9 N/A 47.7 N/A 109.9 Earnings.... 1.6 .8 -.3 .9 -2.10 .3 5Yr Growth.% 25.3 2.7 N/A 21.1 N/A N/A Price/Sales. 1.1 3.4 3.4 7.6 3.3 7.6 Market Cap.. 2,934 2,706 41 7,251 1,896 529M Volatility.. 47.5 21.3 43.9 62.7 44.6 74.9 Price....... 39.5 30.8 8.4 40.25 29.4 34.1 52 Wk High.. 39.5 31.5 15.75 41.5 30.8 31.6 52 Wk Low... 18.25 19.4 7.0 14.6 10.25 9.5