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

To: Matthew F. Kern who wrote (1398)	4/3/1998 7:03:00 PM
From: RikRichter	Read Replies (1) \| Respond to of 2011

Matt, >>What's the deal (regarding IAIC's stock price)?<< It sure looks like it is suffering from "Peritus-itis" or "Viasoft-ness"! ;-)) Both of these big name, Y2K toolset vendors, keep on releasing below expected operating results and it is keeping a lid on IAIC and some other tool vendors for the moment, IMO. Remember 1+ years ago when ZITL/MatriDigm was the perceived Y2K toolset leader. ZITL has barely gotten off ground zero in the Y2K business. IAIC, OTOH, is not suffering from ANY slowdown of actual or prospective Y2K business as evidenced by the avalanche of favorable news recently. As time goes by my earlier prediction of IAIC being the GLOBAL Y2K SOFTWARE TOOLSET LEADER looks like it has come to fruition! It is only a matter of time until the Street recognizes what we have known all along. Regards. Elliot

To: Matthew F. Kern who wrote (1398)	4/3/1998 7:06:00 PM
From: RikRichter	Read Replies (1) \| Respond to of 2011

More critical acclaim for CA's Y2K toolset and mention of IAIC's UNICAST/2000: biz.yahoo.com

To: Matthew F. Kern who wrote (1398)	4/6/1998 10:45:00 AM
From: RikRichter	Read Replies (1) \| Respond to of 2011

Cruttenden Roth Initiates Coverage of IAIC With Strong Buy Rating The date of this research report was March 19, 1998 and was written by the highly quoted Y2K stock analyst Neil Cooper (tel. 714-757-5704). Here are some tidbits from this 13 page report: CR projects EPS of $0.77 in 1999 which means that IAIC is trading at a multiple of 18.8x on next year's earnings. IAIC's revenue projections are $48 million in 1999, up from $30 million in 1998 and $6 million (actual) in 1997. CR expects IAIC to be profitable in the second quarter of 1998. Their 1999 stock price target is $31. As Matt Kern has previously described in this folder, it seems that CR's estimates are "low-ball" numbers with significant upside potential. CR expects that IAIC can use its Y2K remediation work to position themselves for post-Y2K work WRT EMU, maintenance, migration, conversion and re-engineering of large-scale applications. CR believes that there is too much unremediated code and too little time for the automated tool vendors like IAIC not to experience a surge in demand during the next couple of years. Regards. Elliot