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Technology Stocks : ACLY- ACCELR8. Year 2000 Stock -- Ignore unavailable to you. Want to Upgrade?


To: Bob Trocchi who wrote (1326)4/7/1998 5:24:00 PM
From: The Ox  Respond to of 1518
 
SUN's support for Y2K is the platform. The latest version of Solaris is completely Y2K compliant (according to Sun). This DOES NOT include custom software that may be ported from a DEC machine to SUN. I'm sure that disclaimer is included in the fine print on any Sun contract.

With the current PE of 45 or so for ACLY, I think we are at a serious discount to future earnings and there's a good chance that 14 was the bottom. Very soon this stock will be back in the 20s.

JMHO,
Michael



To: Bob Trocchi who wrote (1326)4/7/1998 5:53:00 PM
From: CalculatedRisk  Read Replies (1) | Respond to of 1518
 
All: More competition for ACLY? Here is SEEC PR:
biz.yahoo.com

Previous announced competition comes from a CRYSF subsidiary: schtools.co.il

Regards, Bill



To: Bob Trocchi who wrote (1326)4/8/1998 11:31:00 AM
From: ThirdEye  Read Replies (2) | Respond to of 1518
 
Bob: Thanks for posting the SUNW announcement. Not having read all posts, my take is this: SUNW is a johnny-come-lately to this migration idea, I suspect. They are trying to sweeten the deal by offering hardware discounts? Will that compensate for a migration tool in its early stages?

What's more, sure, they may offer more software options, and their software may be Y2K compliant, but a customer still has to correct existing data. ACLY has the benefit of DEC's factory system and will be able to reach DEC customers more easily than SUNW, no? And if ACLY gets there first, they'll be able to show off other products as well.

Am I just whistling in the dark?