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To: PCSS who wrote (636)	2/21/1998 10:34:00 PM
From: Bill Rogers	Respond to of 1069

PCSS, 6 months ago I emailed magtment and asked WHY can't you turn a profit? They gave me the reasons and said those problems were history and company would be profitable in the future, it was, I bought more on Friday, this one will work IMHO. Thanks for an excellent review of events. Have a good week.

To: PCSS who wrote (636)	2/22/1998 1:52:00 AM
From: Risky Business	Read Replies (2) \| Respond to of 1069

Speaking of the y2k backlog dont you think will be seeing some y2k contract wins on the news wires shortly, or will the names of the companies remain a secret? Also somehting to think about is the fact that their service revenue increased 59%. Now read this quote from the latest Barrons article: ""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." Now with that said if the unsophisticated investor looks at ISLI just as a tool vendor than we may see the opportunity to pick up some more shares at even better bargain prices. VIAS actually showed their service fees decreasing and VIAS is being valued with a market cap twice that of ISLI. I think ISLI has a better future and it is already selling at a much cheaper discount. Ill be taking advantage of any softness in the price of ISLI with at least a 6 month investment time horizon. This is a "no brainer" we already know the company is on track to report at least .33 next quarter, probably closer to .38 or higher in reality. regards, jay