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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: BM who wrote (9593)	2/21/1998 4:59:00 PM
From: Kathy Riley	Read Replies (3) \| Respond to of 13949

COGNF is listed as pick in Barrons on line article for 2/23, I got emailed article from a friend, without the URL. "Force suggests sticking to the service companies. "It's too late to own the software companies," he warns, and some may have farther to fall. At the same time, Force notes that finding bargains in the service group isn't easy, given the recent sharp gains in issues such as Keane and Computer Horizons. Those stocks do have the advantage, Force points out, of having had thriving businesses even before the Y2K problem showed up on anyone's radar screen. So their business shouldn't simply dry up in 2000. Rinaldi, too, likes the service businesses -- in particular, he recommends Compuware, Keane, Mercury Interactive and Cognicase, a Canadian Y2K service company that First Albany helped take public. Meanwhile, Rinaldi sees some danger ahead for companies like Rational Software, which provide tools to help companies write new applications. "Come late this year and next year, as the year 2000 crunch really hits, one of the easiest things to cut will be application development." _________________________________________________________________