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Technology Stocks : Wonderware (WNDR) -- Ignore unavailable to you. Want to Upgrade?


To: Bobo who wrote (921)2/20/1998 3:08:00 PM
From: Rick Bullotta  Read Replies (1) | Respond to of 954
 
Re:

<<1. Is this just the beginning of the pipeline for big deals>>

I think this is the case...

<<2. Is Y2K helping or hurting>>

Probably helping. With a big installed base (80,000 or so) and a chance to pimp some business from accounts who have older versions of competitors' products, I think it'll be a net plus. For the most part, the base WW customer purchases don't come out of the IT budget but rather process control/plant budgets and/or capital projects for plant upgrades/additions (there are some that are exceptions), thus they shouldn't be dramatically affected by resources being sucked into glass-house Y2K crisis management. Any IT money sent to the plant to address Y2K would probably be icing.



To: Bobo who wrote (921)2/21/1998 1:55:00 PM
From: Ron Harvey  Respond to of 954
 
PR confirms analysts' estimate of $.70 - $80 for 1998. In my view that'd make WNDR fairly priced now.