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

To: Tech Master who wrote (10716)	4/4/1998 6:54:00 PM
From: Risky Business	Read Replies (4) \| Respond to of 13949

How about a tool vendor racking up more contracts than any other, great fundamentals, WITH a Y2k exit strategy already in place?https://www.siliconinvestor.com/readmsg.aspx?msgid=3955769 Care to make a bet that this one will blow the doors off ALYD and every other "tool vendor" out there? regards, risky

To: Tech Master who wrote (10716)	4/4/1998 7:46:00 PM
From: ThirdEye	Read Replies (1) \| Respond to of 13949

Tech Master, you are being fairly provocative and somewhat coy. Numerous questions come to mind for which I do not have answers. Body shops are taking longer than expected to fix code? Not enough bodies? Finding special situations that are unanticipated? Finding systemic flaws in their tools? Delivering code that can't be put back in production? Cost overruns? What is a customer to do? Wait? Can't really do that. Sue? Can't really wait for a suit to be resolved when you've got a fixed deadline. Start the job over with another vendor? Who will pay for that? If these problems are occurring as you say, how will a body shop deal with it and how would we know? Lower than expected earnings and mushrooming reveivables? Isn't that what we would expect right about now anyway? What would the 10K look like if a body shop was shading the accounts to try to conceal problems? Are we going to see public declarations of some kind? I doubt it, don't you? Are there signs that we all could look for or are you reporting privileged information?

To: Tech Master who wrote (10716)	4/4/1998 9:27:00 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 13949

Exposure to y2k code delivery problems is limited to about 20% (max) for CBSL and SYNT. A higher percent for IMRS. CBSL and SYNT have been cross selling services and at the same time trying to reduce reliance on a few large contracts. So, this side of equation looks strong. (ie., evident in stock price) The other side: order flow to ALYD and others. Gary (taoman) already addressed issues in an earlier post. exchange2000.com ALYD, tool vendors, etc. unfortunately lost about 6 months (2 qtrs) or so, due to foot-dragging of potential clients. Ram