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

To: Nanda who wrote (10969)	4/13/1998 9:35:00 AM
From: JDN	Respond to of 13949

Dear Nanda: FAB 4 -- I like that!! I got a feeling this might be my best week ever. Looking forward to it. JDN

To: Nanda who wrote (10969)	4/13/1998 12:49:00 PM
From: michael tantleff	Read Replies (1) \| Respond to of 13949

relax, it is just this type of enthusiasm and fearlessness that causes tops in the market. dont jinx this with such unabashed and foaming at the mouth proclaimation of riches. these are all great companies with rich valuations. anything can and will happen. michael

To: Nanda who wrote (10969)	4/13/1998 6:07:00 PM
From: Leo	Read Replies (1) \| Respond to of 13949

Nanda, I'm new to options & want to take a shot. You purchased IMRS calls recently. Which option did you buy from the large selection offered & why? Your sound advise has recently made me more money-AGAIN. You are terrific Lee

To: Nanda who wrote (10969)	4/15/1998 9:31:00 PM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

NANDA, With todays close my portfolio is up 19% in the past week As both IMRS and SYNT are on the way to new 52 week highs. This very strong price performance caused me to reexamine whether these stocks really deserve the price strength accorded them. I decided to particularly study IMRS as it is a much larger % of my holdings. I also have access to data on it in the Morningstar Stock TOOls software. This software permits detailled fundamental analysis of the 8500 stocks in the data base(SYNT is not included).There are 573 stocks with a PEG > 2.3 which is the IMRS value as of 3/31.OF the 573 only 18 have a forecasted mean EPS growth rate equalo or greater than the 43.6% forecast by 3 analysts for IMRs.12 of the 18 stocks are business service providers within the broad technology sector.The historical financial performance of IMRS over the last 6 quarters is unmatched. IT currently is tied for the best net margin.the most consistent qurterly EPS growth, the best recent quarterly revenue growth rate, and the 2nd best net earnings quarterly growth rate. The price appreciation of IMRS puts it in the upper 1% of all stocks. This puts it in the same leaque as the hot internet stocks which get much much more media attention than any of the Y2K service providers.As of 3/31 IMRS was in the upper 13% of all stocks in terms of year to date price performance. MY CONCLUSION IS THAT IMRS IS CURRENTLY A NEARLY PERFECT PLAY FOR MOMENTUM INVESTORS EVEN WITH IT'S LOFTY VALUATION. I AM SURE THE SAME IS TRUE FOR SYNT,CBSL,MAST, AND KEA. This analysis makes me feel comfortable in my belief the Y2K service providers are capable of considerable future price appreciation for a number of quarters.