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

To: RikRichter who wrote (1360)	3/27/1998 12:03:00 PM
From: TEDennis	Read Replies (1) \| Respond to of 2011

Darn. Another up day (so far). This is ruining my "TED Effect" reputation. I hate when that happens. (not really) TED

To: RikRichter who wrote (1360)	3/29/1998 1:00:00 PM
From: Matthew F. Kern	Respond to of 2011

Elliot: My last response to this was eradicated without comment again. Based on our data that IAIC when remediating directly makes an average of $0.15 per line from UNICAST per line charges excluding labor (assuming they charge themselves, on the books, what they charge CA) plus labor costs and profit on labor: The 400 million line per year factory would result in about $100 million revenue (this might be low), again labor is a large component of Y2K services cost. Say margins are 20%+,on per line fee and 15% on labor and assume that per line charges go up. The last news then is very bullish from a risk reduction and short term ramp up perspective. I would remain vigilant waiting for others to build Y2K factories based on IAIC tools, to assure that IAIC central sales and factories do not become a bottleneck. Such an expansion can provide other services after 2000, and I assume that the momentum and labor available and excess capacity will result in other non-Y2K contracts as these expire. This is what happens at all Professional Services software contractors. I would take this news as a good sign for long term growth. ..............Matt

To: RikRichter who wrote (1360)	3/29/1998 1:21:00 PM
From: Matthew F. Kern	Read Replies (2) \| Respond to of 2011

Elliot: If we do see $100 M revenue from the IAI factories alone + revenue from other factories + revenue from companies remediating themselves using UNICAST.... and If margins are in the region of 20% and increasing over the next year given that prices will rise approaching 2000..... And Given a PE of 10 (a lowly 10) And since: 1_year_revenues * Margins / shares = 1_year_earnings_per_share (right?) 1_year_earnings_per_share * PE = price_per_share (right?) Then 1_year_earnings_per_share will be just below 3 bucks, (based only on IAIC factory revenue) right? And price_per_share will become about $30.00, (again based on IAIC factory revenue alone), and higher yet if other revenue is significant, right? ___________________________________________________ I mention this because the shorts, I believe, drove the price down from this level (just below 30) last year, in a frenzy of doubt and disbelief (and perhaps malicious interference). My point is simple, they were just dead wrong, right? So wake me up when we hit 25, this is all preliminary disbelief and last year's disinformation holding price down. Just a reality check! ..................Matt