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

To: wlheatmoon who wrote (10181)	3/16/1998 6:41:00 PM
From: Josef Svejk	Respond to of 13949

Humbly report, Mike, it better be tool time, or the job ain't even close to getting done! Svejk (GL-15 applies: digiserve.com ;-)

To: wlheatmoon who wrote (10181)	3/16/1998 10:13:00 PM
From: Nanda	Read Replies (1) \| Respond to of 13949

I have been a MAST supporter for a long time. My core position has now tripled. I wonder if Cheryl is still holding her MAST stockpile. A fantastic day!!

To: wlheatmoon who wrote (10181)	3/17/1998 1:04:00 AM
From: P. Ramamoorthy	Respond to of 13949

Mike - I'm no Guru. Enjoying SI threads and sharing my thoughts here. Here is an exercise: body shop earnings potential has been confirmed (by the street) so far. Upside surprises have also been confirmed for some and waiting for confirmation for others. Body shop model is simple: fee per line of code vs. labor rate. Some have their own tools or use others' tools. Tool vendors earnings potential have not been confirmed by the street. Some have shown progress. Tool vendor model: mainly licensing revenues plus factory remediation in some cases. Current qtr and the next qtr should have data to confirm their earnings potential. $1-2 per share earnings for 1998 should do it. This is the key. Those with Euro potential and good alliances with the service segment will do better. Ram