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

To: Ron Sirch who wrote (10244)	3/19/1998 9:15:00 AM
From: Nanda	Read Replies (3) \| Respond to of 13949

RON You do not have plug SEEC. My research also tells me that they have excellent partners. Their time is coming. This is a period of accumulation. Some relevant info on CMND. Their strategy is to concentrate on insurance and financial industry. Their current clients are, Aetna,Citibank,Fleet,G.E. Capital,J.P.Morgan, Mass Mutual, N.Y.Life,Phoenix Mutual, Otis, The Hartford, United Parcel!!!!!!! They are or have done y2k conversion projects for Aetna, Boston Mutual, Liberty Mutual, N.Y. Life, The Hartford, and The Mutual Life Insurance Co. Of New York. The company has 144 employees in Bangalore, India. Total employees are 350. This will be our next SYNT,IMRS,CBSL or other high flyers.

To: Ron Sirch who wrote (10244)	3/19/1998 10:25:00 AM
From: P. Ramamoorthy	Respond to of 13949

Ron, Keane's message is important. In line with IMRS strategy, SYNT, CBSL, etc. $1.74 for every $1 of y2k business is conservative, as John Keane usually is. The underlying theme is outsourcing. Companies like CBSL, KEA, SYNT, Intelligroup, CMND, UBIX, etc. are evolving to be cost-effective outsourcing companies. They are, in some respect, similar to Corestaff, digitial Solutions, Olsten, Kelly Services, etc. I may be stretching a little here. But the big corporations are heading that way - outsourcing and cut out non-core business and department, streamlining, re-engineering, etc. SAP implementation in a multinatinoal corporation takes a few years! Let the analysts think that y2k companies will disappear after 1/1/2000. We'll be there to sell them our shares at a much higher price. Good luck with SEEC! That's my #2 next to ALYD. Ram