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Technology Stocks : EURODOLLAR - SOFTWARE GOLDMINE -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (26)	3/7/1998 9:26:00 PM
From: Josef Svejk	Read Replies (1) \| Respond to of 124

Humbly report, Sergio, I follow a lot of the y2k issues, presently concentrating on ALYD, COGIF, CRYSF, FORTY, SEEC, TACX, TAVA, UBIX, etc., but above all - FBNA. ;-) Except TAVA, I see all of them as Eurodollar players as well. Up to now, the "body shops" (CBSL, IMRS, MAST, SYNT, etc.) have done far better than "tool shops" (ALYD, FBNA, CRYSF, PTUS, SEEC, etc.), but as the y2k and Eurodollar deadlines converge, I believe there will be plenty of work for all. I now look for bodyshops that have not yet had a run, and for the best toolshops. But hey, please don't pay me no nevermind, I'm just a Svejk (GL-15 applies: digiserve.com ;-) P.S. All of the companies mentioned above have threads on SI.

To: Sergio H who wrote (26)	3/7/1998 10:53:00 PM
From: Sandra	Read Replies (1) \| Respond to of 124

Sergio, Just starting to look into this tonight came across this Aug. 25th release on The Cruttenden Roth Confrence on Y2K solution providers. biz.yahoo.com Also Im wondering if SPNSF, could be a player? Sandra

To: Sergio H who wrote (26)	3/7/1998 10:59:00 PM
From: Ken W	Respond to of 124

Sergio. VIAS: discussion at eiminc.net Market cap of 554 million. Institutuonal ownership 87% High 65ish Low 25ish .25 eps last reported Q (a 9% surprise) 139 million is assits 36.5 million in liability No long term debt 5 brokers recommend buy 5 brokers recommend moderate buy. The stock has really been beaten up for the last 2 or 3 months. The eps surprise seems to be exactly that "SUPRISE" and now the market is trying to catch up. I think that the 87% number is old (prior to the sell off) and now appears that the institutions are getting back in due to the turnaround in the co. and the horizon of eurodollar and Y2K. Ken W

To: Sergio H who wrote (26)	3/8/1998 1:31:00 AM
From: Cary C	Read Replies (2) \| Respond to of 124

ola amigo, I had a wonderful time with my 5 year old at the father daughter 50's dance. One of the gentleman there was very knowledgeable in the computer industry. He deals specifically with special accounting software for major companies. He seemed to know a lot about the yk2 situation and I asked him about the Euro dollar problem. He said that their were three major players and that they had been working on it for about 1 year. The companies he mentioned were, 1. Oracle Financing 2. SAP 3. People Soft You know me and computers. Haven't researched or no anything about these companies. Have you or anybody else heard of these companies and a possible link with the Euro dollar situation? Cary