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To: harrypolo who wrote (626)	2/20/1998 4:50:00 PM
From: Risky Business	Respond to of 1069

My agrument on another thread for ISLI. PCSS I borrowed your confernce call notes, hope you dont mind<g> I sold my shares this morning at 19 then got back in at 16 1/4 here are my reasons: First of all Im not in love with this stock by any means, what Im looking at is the next 6 months. - Y2K backlog of 80-90mil lines now (in progress) ...Y2K outlook still good... comfortable with capacity/availabliity of good people to do work (have excellent infrastructure, attracted/retain top employees, ISLI tools help leverage peoples ability to produce more results quicker)....Y2K business has incr 7X yr-to-yr....acceleration seen over next 12 mo. -Software testing (Segue) increasing -Other non-Y2k business doing well -COMFORTABLE with high-end street proj/estimates (,75/sh) With all that Im looking at the next two quarters: April 97' they reported -1.26 July 97' they reported .03 This quarter they reported .24 share up from .16 share. Next quarter they will report .33 a share vrs a loss of 1.26 per share. Bringing their year end earnings per share to .75 vrs a loss of 1.03 for 97'. The company stated in their conference call they were comfortable with that estimate. Lets say in the July 98' quarter they make .42 share estimate, not unreasonable you must agree, then compare that number to .03 share. All these numbers do not include Euro currency stuff. Then poof Im out, probably in the 30's. Not bad for a six month investment. The street is valuing Vias with a market cap twice that of ISLI and both just came in with the same earnings per share (.25vias) (.24isli). Dont blame ISLI for going after the Y2k market, thats where the money is this year. All my humble opinion only, happy investing, Jay

To: harrypolo who wrote (626)	2/20/1998 5:12:00 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 1069

The New York Times had an article on the FAA and its antiquated air traffic control system a few weeks back. It was a scary article but true. The IBM mainframes that control the towers are 3083s that are not being tested for Y2K readiness due to the fact that they are old iron from the early 80s and the skills just arent there plus there are known microcode problems which are difficult to trouble shoot. So the recommendation was replace the iron with compliant processors that are Y2K ready. Problem is that the FAA budget and resources are committed to other projects which probably come under some kind of Congressional oversight so what do they do. Cancel the current projects and upgrade to compliant hardware platforms or take a chance that the digit problems in the code dont cause airport problems. No one knows yet what will happen. No decisions have been made. This is why the Y2K problem is far from over.