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Technology Stocks : IMRS racking up y2k contracts. -- Ignore unavailable to you. Want to Upgrade?

To: paul e thomas who wrote (2239)	2/13/1998 2:21:00 PM
From: Nanda	Read Replies (2) \| Respond to of 3162

Paul, I was looking forward to your post. I can not fault you with your analysis especially related to long term tax gains. I am certain that IMRS will grow but their trying to stay away from y2k business will put them behind other India related companies such as CBSL, MAST and SYNT. All these companies are growing at the same pace if not faster than IMRS. y2k business brings a lot of cash and allows them a foothold to do other IT business. I thought Mr. Sanan was little too flip about y2k business. I will be at sidelines and always look forward to your wisdom and comments..and naturally I will jump in again if and when my sentiment changes. Good luck!

To: paul e thomas who wrote (2239)	2/13/1998 3:25:00 PM
From: LANDRUSH	Read Replies (1) \| Respond to of 3162

Paul, Just off the cuff, and potential of a split once stock sees the 50s? A lot of the cos. have split in this range. I can't remember the date of the 3 for 2, this maybe a little close. Just thinking out loud. LANDRUSH

To: paul e thomas who wrote (2239)	2/14/1998 12:10:00 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 3162

Paul - Agree. I also liked what Sanan had to say: (1) reduce his holding (you recall, his holding of more than 50% shares was a concern I expressed long time ago; not so much for his tax liability but bringing in new leadership to grow business or a possible takeover) (2) getting into non-y2k business (as many in this thread wanted to see a sustainable business after year 2000). The street and shareholders should like his new strategies better than ever. There are opportunities for his cheap, skilled workforce, besides y2k. Ram