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


To: TEDennis who wrote (1363)3/28/1998 8:13:00 PM
From: cage  Respond to of 2011
 
I've heard talk of the "W" curve and that it will be working on IAIC's price. It could be, but I tend to doubt it. From what seems to be going on with action from the company and its increased contract talks as well as signings, I think the time is upon us to see IAIC keep its head above water and to keep on going with a temporary slippage once in awhile. Of course that IMHO. It just seems that the time has come for the "heads" of companies to take their "heads" out of the sand and to face up to the fact that, like it or not, they are going to have to pay the"piper". In quite a few cases it will be IAIC that will be the piper. Seems that there are a lot of reasons that company boards kept from taking care of business, spending the money for no "obvious gain" is the most common, but in some cases it has been pure ignorance. As for the $ for no gain, it really amounts to not being able to show rewards for the investments, or should I say fear of the shareholders "not understanding" the need to do what was necessary. As time passes the price of LOC will increase and just add to the profits of the companies selected to handle the problem. To most on this board it seems obvious that there is a great need to "fix" the y2k problem, but evidently there is a void or has been a void in too many places. That has led to a slower demand for y2k solutions than first anticipated. The pace is picking up and starting to mushroom from what I have been hearing and it is obvious by the need of IAIC to increase its LOC solution capacity by starting another factory for that purpose that IAIC feels the same. I would not be surprised to hear in the future that IAIC has to expand again. Even if it doesn't though, the #'s of lines of code that IAIC's products will be used in seems to be easily approaching billions, the question is just how many billions of LOC.
If IAIC feels that just in their own self contained factories they will work on 300-400 mil. LOC per annum, then with the use of its tools in other factories and in shrink-wrapped packages then the #'s will certainly add up to a sizeable amount.
I hope I have not bored anyone with my writing, but I am getting excited about IAIC's move and position in the sector.
I think that CR's projections for 98 and 99 are far short of the actual #'s that will be achieved. Just the #'s for this 1Q, I think will indicate that. We shall see before too long.