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Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation -- Ignore unavailable to you. Want to Upgrade?

To: cage who wrote (1288)	2/23/1998 11:36:00 AM
From: Matthew F. Kern	Read Replies (1) \| Respond to of 2011

Joe, Elliot and all: Hey, did my last post just disappear? No comment from SI... just no post. Hmmmmmmmm Oh well, 'if at first', etc. I'll repeat some observations. 1) The last round of press does not begin to exhaust the announcements IAIC should have put out by now. These government announcements are easier than commercial announcements because law and policy dictates when a contractor can announce. Commercial announcements may require extensive negotiations. 2) The assertion that any other company is in a competitive position to IAIC ignores the customer support, shrink wrap productization, level of integration with CA development environment, and level of CA support for IAI products. The approx. 2,000 sales people at CA still dwarf the total employees of most Y2K tool companies. 3) My last post was indeed me. I was in a foul mood. Sorry David. 4) A trip by IAI a couple weeks ago showed 15 cars in the lot and lights on in the 2 floors occupied by IAI at 7:45pm. Thats right, 2 floors. IAI has expanded over the past few months to 2 floors. There is continued overtime activity from what I can tell. 5) IAI has hit all expected milestones to date. I expect them to meet the financial expectations we longs reached consensus on before X-MAS. That is 4Q will be positive but small, and rapid growth will continue as expected. This quarter will be very good no doubt, based on all the positive rumors of contracts. IR has told several people lots of contracts are rolling in but no news release is yet possible. 6) Comparisons of CA 4GL products and COBOL are streached. ADS for instance bears little syntactical relationship to COBOL. Such comments seem to miss the boat. Thats all for now... ..............Matt