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

To: michael tantleff who wrote (9381)	2/7/1998 4:04:00 PM
From: Kathy Riley	Read Replies (3) \| Respond to of 13949

Michael, what I wonder is this: If this year we will continue to see the most strength in the Information Technology Service Providers/Body shops, like imrs, cbsl, mast, kea, synt, chrz, etc. Because only a portion of their business is Year 2k (albeit a significant portion now because of the business environment). And that tool companies, although starting to show great results, will not perform like the above stocks until such time that alot of work starts getting off loading unto some of the tool vendors. I would think one more good quarter from these type companies and they would be showing more significant appreciation in their stock prices. What do others think? It also looks like the testers are starting to show strength. I could kick myself for missing CBSL, I keep thinking about taking a position, but am going to wait for a pullback. My strategy might be wrong here, but I am accumulating SYNT, because MAST, CHRZ just reported great numbers, I am sure CBSL and IMRS this week will be as well. Synt, in my book, is undervalued, unless I am really missing something. Michael, I agree about TPRO. And I think patience will pay off here. What is interesting is it is easy to downplay their importance, (like I have talked to others who think it not that big a deal, their database) and anybody could do it. Well, maybe so, but anybody has not done it. Intel, GM, KRAFT, all these companies signed pilots because of TAVAs expertise and also they don't want to spend their precious IT resources on reinventing the wheel. Their precious engineers are needed for the companies core business projects, not trying to track down numerous vendors products, etc.