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

To: Risky Business who wrote (10717)	4/4/1998 7:05:00 PM
From: Josef Svejk	Respond to of 13949

Humbly report, Risky, I put COGIF and FORTY in the same category in my portfolio. Svejk (GL-15 applies: digiserve.com ;-)

To: Risky Business who wrote (10717)	4/4/1998 7:17:00 PM
From: Jeffrey S. Mitchell	Respond to of 13949

Risky, sounds like you're taking something personally. Why can't both ALYD and COGIF do well? BTW, can you tell me the difference between a garment factory full of people using needle and thread versus one where they use sewing machines? ALYD is no different than companies like IMRS and SYNT in that they are a factory. They key difference is that ALYD chose to go to highest possible level of automation and that meant developing a high-powered tool. Their entire game plan is based on hitting a home run, i.e. spending millions on infrastructure in order to handle huge amounts of code as fast as possible. If Y2K is as serious as we all think, they'll be a grand slam. If not, they'll be toast. Considering they went from $2.3M to $6.2M (with a profit) and are no target for continued 40-50% growth per quarter, so far so good. It's nice if you have a big tool, but it's what you do with it that counts (insert joke here). BTW, I will now get off my ALYD soapbox and try to limit such posts to the ALYD thread: 207.183.153.206 - Jeff

To: Risky Business who wrote (10717)	4/4/1998 7:42:00 PM
From: Dew	Read Replies (1) \| Respond to of 13949

What is the main difference between SYNT and SAA? SYNT seems to be flying but maybe SAA will soon too.