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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: John Sikora who wrote (10715)	4/4/1998 9:08:00 PM
From: P. Ramamoorthy	Respond to of 13949

John - Yes, I have all those body shops except KEA. Instead of KEA, I have CMND (currently #1). CRYSF and SPNSF may not be too vulnerable to current y2k tool problems. COGIF is making the transition for life after year 2000. If SEEC shows earnings it will confirm our premise that earnings, not technology per se, will matter. SPNSF is moving up finally, H&Q is hosting them in spite of company's poor public relations. Awaiting their earnings. Got out of ACLY around 23, on signs of weakness. May re-enter later. The cycle - pilot, contract, deliver code, test, book revenues, etc. - is just too long for tool vendors. Ram