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Technology Stocks : ACLY- ACCELR8. Year 2000 Stock -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (1117)	2/23/1998 10:05:00 AM
From: Andrew Abrams	Read Replies (1) \| Respond to of 1518

All of the Y2K companies have a 'franchise' until mid-year 2000, then they have to begin again. Hopefully some of the good ones, like KEA and CHRZ have done a good job for their new and old clients and will be able to continue their regular business. Others will go away. The migration business will continue, and potentially pick up for lots of Y2K players, however, it won't be as higher margin business as Y2K is. ACLY does have a good tool for migration but they dont do much now because of the demand for Y2K work, as is the case with others. When the Y2K stuff is done, companies will spend a bit more than usual to migrate away from proprietary platforms, but as I mentioned, it wont carry high margins. A