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


To: Nanda who wrote (10077)3/12/1998 6:04:00 PM
From: Josef Svejk  Respond to of 13949
 
Humbly report, All, COGNICASE Inc. [COGIF] announced today that it has been awarded several new important Year 2000 software compliance contracts by Bombardier Aerospace, 3M, Purolator, Provigo and Keystone Mercy Insurance. The total value of these contracts is approximately Cdn$6,000,000. COGNICASE plans to complete the majority of the work associated with these projects before the end of 1998.

COGNICASE and Icotech, its wholly owned subsidiary, also announced major software consulting solutions and services contracts with AAFC (Agriculture and Agri-Food Canada), Canadian National, Canam Manac Group, Department of National Defense of Canada, Hydro-Quebec, Laurentian Bank, National Bank of Canada and Videotron for an estimated value of Cdn$8,000,000.


Excerpt from: biz.yahoo.com

Svejk
(GL-15 applies: digiserve.com ;-)



To: Nanda who wrote (10077)3/12/1998 6:37:00 PM
From: wlheatmoon  Read Replies (2) | Respond to of 13949
 
Nanda, Josef, Ram, Brice, RWS, michael tantleff, paul thomas, Doc Stone, and bob--

Thanks for the reply. I have tabulated the results below.

bob-I didn't know if your "ditto" reply meant you would like to see the disclosed list or your picks were the same as mine.

NANDA
Top 5--IMRS, CBSL, SYNT, SEEC, CRYSF
Major 6th--TAVA
Others strongly held--TACX, KEA, ACLY, MAST
"yo-yo" plays--ALYD and ISLI
Will pick up on weakness--CSTF

JOSEF
TAVA, SEEC, COGIF, CRYSF, TACX, ALYD

RAM
In decreasing order on share basis--ALYD, SPNSF, SYNT, CRYSF
Looking to add--CPWR, MIFGY, SYNT

BRICE
TAVA, ACLY
Looking at--SPNSF, SEEC and more TAVA

RWS
SPNSF, ALYD, SEEC, PTUS
Waiting to buy--TAVA and ZITL

michael tantleff
"CHRZ and KEA are the best companies."
Didn't provide a list of others

paul e. thomas
Top holdings--IMRS, SYNT, TAVA, KEA, ACLY
Longer term recs--IMRS, SYNT, KEA, TAVA
Short term--ACLY and COGIF

DocStone
CRYSF, KEA, CHRZ, CDO, SDS
"watch CDO and SDS--as remediation shifts from code conversion to program testing, CDO and SDS will make a ton"
Others--ISLI, PLAT, OPSY
Considering--SEEC

Alright, that's what I came up with so far. Thanks a lot. Risky, DD, anyone else out there who have been a major fixture at many of these Y2K threads, please contribute if you would.

Read them and see for yourself.

Mentioned most frequently were SYNT, TAVA, CRYSF, KEA, SEEC, ALYD, and ACLY.

Good hunting.

mike



To: Nanda who wrote (10077)3/13/1998 5:12:00 PM
From: Judy  Read Replies (1) | Respond to of 13949
 
Nanda, thought of you this morning when ORCL gapped up. Enjoy the weekend with your profits.

GTW, are you still holding calls and what is your expectation of the stocks' performance? Thanks.