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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 (10573)	4/1/1998 11:19:00 AM
From: Gupta	Read Replies (4) \| Respond to of 13949

General Motors is facing the conversion of 2 billion to 3 billion lines of code and thousands of date-sensitive assembly machines in 50 countries. The big question: does it have a prayer of meeting its year 2000 deadline? The bigger question is which company(s) would get this contract. www2.computerworld.com Any of you stalwarts on this board care to predict who has the inside track ? Gupta

To: Jeffrey S. Mitchell who wrote (10573)	4/1/1998 11:30:00 AM
From: P. Ramamoorthy	Respond to of 13949

Jeff - Agreed that ALYD has just passed the test and is on its way to gaining more acceptance among investors. Making a profit in Q4 1997 was mentioned "tongue-in-seek" by their CFO in their last news release, as I recall. Today's release confirmed my interpretation of CFO's message in the last release. So, for me, it is old news. I'm more interested in the future. Their early moves insisting on metrics (quality control), code packaging, minimum contract size (1 million lines) were excellent indicators for me. I understand the skeptics could have chosen to sit on the side lines until today's confirmation of ALYD numbers and now they are coming back. BTW, ALYD is still my no. 1 position. Ram