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To: Papillon who wrote (13008)3/30/1998 10:43:00 AM
From: Andrew Vance  Respond to of 17305
 
*AV*--Somewhere inbetween the two. PTUS sells tools (vs. being a remediation factory) for the YR2K debacle. Sales were sown and revenues off. Most of the tool vendors seemed to be suffering these days while the remediation companies like ALYD, CSGI, etal. seem to be caught up in this mayhem. Good news but very little activity to the upside relative to where they sould be trading. PTUS also seems to be a momentum stock that is both deserted and chased when the time is right.

Therefore, DCB down the road may occur, but I also think it will cycle back into favor when we get closer to Crunch Time in this sector. Everyone will be rushing for something to show that they are doing something to address the YR2K problem.

Andrew