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


To: R. M. Rosenthal who wrote (9691)2/25/1998 1:00:00 AM
From: Risky Business  Respond to of 13949
 
Rosenthal,

Ive been going over the press releases from ISLI to figure why it has dropped so much I think the street is putting too much emphasize on this ASIA thing. Im looking forward to doubling or tripling my position in ISLI, if it continues downward. Y2k will overpower any lagging ASIA sales:>

Widely recognized as a leading Year 2000 company, INTERSOLV was recently
cited as a "top-tier year 2000 solutions provider" by International Data
Corporation (IDC), the world's leading provider of information technology
data, analysis, and consulting. In the August 1997 IDCFLASH entitled
"INTERSOLV Lands a Major Deal to Provide Year 2000 Solutions with MCI
Systemhouse," IDC Investment Research Services analyst Mark Gomes profiles
INTERSOLV's recent agreement with MCI Systemhouse and the subsequent impact on
INTERSOLV's year 2000 business. According to IDC, "With a major deal under
its belt and running at just 50-60% of capacity, INTERSOLV could feasibly ramp
up its year 2000 practice to a $100 million business, significantly impacting
its top and bottom lines." The IDC report can be viewed at
intersolv.com.
As a leading Year 2000 company, INTERSOLV is included in the de Jager Year
2000 Index, a stock index offering from the American Stock Exchange which
tracks eighteen Year 2000 component securities. In addition, DATAMATION
magazine recognized INTERSOLV Renovate2000 as one of the top three year 2000
products.

In my humble opinion of course, listening to my advice is "risky" at best.

regards,

risky



To: R. M. Rosenthal who wrote (9691)2/25/1998 8:23:00 AM
From: BM  Read Replies (1) | Respond to of 13949
 
<< nobody responded re COGIF

RMR, time after time I watched CGI Group blow past analysts 12-18 month estimates in a matter of weeks and sometimes even days over the past year, on the way to a ten bagger.

Hopefully something remotely similar will happen with Cognicase. But that's why I don't depend entirely on analysts' estimates.