SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (6004)2/12/1998 1:05:00 PM
From: Chris  Respond to of 42787
 
big picture

Message 3414034



To: Judy who wrote (6004)2/12/1998 1:06:00 PM
From: Chris  Read Replies (1) | Respond to of 42787
 
question for you judy:

you completed your sell trade on IMRS b/c of the company news re: y2k business and not on the technicals?

just wanted to know for clarification..

great trade judy.. and welcome back.



To: Judy who wrote (6004)2/12/1998 11:59:00 PM
From: John Sikora  Respond to of 42787
 
Judy,

I too exited IMRS this morning...but I labored over my decision. IMO in the CC Satish downplayed the Y2k biz and I believe it was welcome news to the analysts on the call. He articulated where he saw the company going long after Y2k.It seemed to be what they wanted to hear...Keep in mind, IMRS is sitting on a pile of Y2k work...in the neighborhood of 100 mil I would guess for this fiscal year. Not to mention the 90 mil from the secondary. My gut feeling is this company will do extremely well over the next couple years...FWIW

Take care and try to stay dry, We have had 80 inches of rain here in my neck of the woods.

john