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

To: Jeffrey S. Mitchell who wrote (10396)	3/25/1998 10:56:00 AM
From: Sally Gallagher	Read Replies (1) \| Respond to of 13949

Jeff, you mentioned weakness in tool companies. Are there other good examples of tool companies "mostly" or "only"? And a couple of examples of factory and bodyshop approaches? Thanks in advance. Sally

To: Jeffrey S. Mitchell who wrote (10396)	3/25/1998 12:44:00 PM
From: JSI	Read Replies (3) \| Respond to of 13949

<<This would include Y2K only vendors such as PTUS, SEEC and IAIC. >> Could you clear up what you meant by Y2K only vendors? If by context you mean no other offering than Year 2000, than this can't be a valid reason for the recent downfall of Peritus? Please define if possible.

To: Jeffrey S. Mitchell who wrote (10396)	3/25/1998 2:22:00 PM
From: Kathy Riley	Respond to of 13949

The prevailing wisdom now is that the Y2K factories will take center stage. Of course the body shops will still get work, but as their turn-around time is much longer than factories, and as they are largely limited by manpower, they are not expected to grow at the same rate they have been recently. ____________________________________________ Thanks for your update. I agree with this statement, in the sense that it is time to crank up and starting running some of the major code that has not been converted to date, like most of it. And companies with strong major alliances I believe will do very well. SEEC I believe will do well based on their alliances with IBM and Unisys, they are following the factory model as well as licensing on their own, as is ACLY. SEEC just raised prices last quarter by 70%, I interpret this as the demand is there or they would be competing on price. Just my opinion. Best regards, Kathy