Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: RikRichter who wrote (1335)	3/17/1998 10:36:00 PM
From: TEDennis	Respond to of 2011

Elliot: Looks like you guys need some support here ... So, I'll buy a few thousand shares tomorrow. Unless there's something funny going on with the underlying financials, this stock should begin an upward trend in the near future. Thanks to Taoman for the IR info. Go IAIC !!! Regards, TED

To: RikRichter who wrote (1335)	3/18/1998 11:58:00 AM
From: Matthew F. Kern	Read Replies (1) \| Respond to of 2011

Elliot: Oh yes, I left that out. You are absolutely right, looks like one or more of the PP folks wanted a quick turn. This begs the question of the Soros position. I would bet he is in for a few months more at least. ......Matt

To: RikRichter who wrote (1335)	3/18/1998 12:16:00 PM
From: Matthew F. Kern	Respond to of 2011

IAI and IDMS COBOL In many ways COBOL is a flagship for Y2K tools. CA using IAI UNICAST 2000 for IDMS COBOL is a very strong statement. The quick turnaround shows how close to ready Ken was for this event, (he has had an IDMS COBOL version for years). No doubt some tweaking to fit the CA data dictionary/encyclopedia and other stuff happened prior to internal release. A few weeks and this will be on the shelves for customer use. I would guess June sometime, maybe slightly before. The short turn around should then have a minimal impact on the other scheduled products. Anyone doubting that CA is in bed with IAI for the full deal should rethink at this point. Here is the final proof. On another front: The market penetration of IAI in CA language remediation seems to me to have 2 components. The first is 'of remediation contracts and self directed remediations, how many will use the CA approved and supported tools?' This one seems like a more than 50% no brainer to me. The other tools are not equivalent in function. CA support is a huge factor. CA sales is a huge factor. IAI advertisement and track record is a big factor. The second part is: 'How many will remediate at all?' This figure is the big question. Late adoption of Y2K is worrisome. The flood gates are now rumored to be opening, and we may not have good data for a month or two. My initial guess is a shaky 50% here too. I wish I had a survey. Comments welcome. ................Matt

To: RikRichter who wrote (1335)	3/18/1998 4:56:00 PM
From: _scott	Read Replies (1) \| Respond to of 2011

Please decode these statements for me: "Recent weakness in IAIC's stock price can be attributed to end of lock-up arrangement of private placement investors as of 3/1/98" And from Matthew Kern: (1337) "looks like one or more of the PP folks wanted a quick turn. This begs the question of the Soros position." What is a "lock-up lock-up arrangement" ? And why would ending them effect the price ? and Who are the "PP folks" ? Begs WHAT the question of the Soros position ? Please explain for this amateur. Thanks, Scott