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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 (10729)	4/4/1998 10:37:00 PM
From: PerkyT	Read Replies (1) \| Respond to of 13949

Tech Master What tool company can change the most code the fastest - who do you think will be the best? How many tool companies are there and do you rank them in order? Let's say from your #1 pick on down. Are there any sleepers out there? New to stock investing and would appreciate any info and suggestions. Sincerely Tom Perkins

To: Tech Master who wrote (10729)	4/5/1998 12:31:00 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 13949

Tech Master - Agree, ALYD's factory is set up to turn out a large amount of remediated code and hence, generate large revenues in the next 6-8 quarters. No question about it. (Personally, I like their emphasis on quality metrics.) My question is the assumption that the market will reward this windfall with a higher stock price. This is a key issue that concerns most investors. What is the solution? ALYD can do a number of things: (1) start announcing merger talks (with CPWR?, etc.) or acquisition of companies (migration from UNIX, electronic commerce, etc.) (2) get analysts aware of these moves, business plans. They should assign a VP to explore possibilities and opportunities. (Maybe they can leverage their relationship with du Pont in Euro conversion business. A recent article highlights benefits to chemical companies operating in Europe. I'll post it in Euro thread later.) Ram