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

To: paul e thomas who wrote (11048)	4/17/1998 12:55:00 PM
From: E	Respond to of 13949

I've never posted here before, though I'm very long TAVA. I'm going to paste here fyi a posting of interest relating to a stock with a y2k kicker. This is from the Tokyo Joe's Cafe thread. [Disclosure: I bought some of this stock today myself.]JM To: David Furstenberg (8121 ) From: Gina Vener Friday, Apr 17 1998 12:01PM ET Reply # of 8164 I'm in HDIE too. Aside from its nice move up today, and rumors of better than expected earnings next week :-), I noticed this in the 10K: HDIE redefined its strategy in Dec. 1997 to shift from making and distributing proprietary and third-party clinical workstation tools to providing oftware tools and services to achieve the enterprise-wide integration of information. They believe the following factors will affect this market: 1) continued consolidation of enterprises to achieve economies of scale 2) growing importance of information for survival and prosperity 3) increasing complexity of information technology 4) the year 2000 issue This is what caught my eye: The Company's integration engine has the capability to detect when a system is not Year 2000 compliant and has the capability to convert information that is not Year 2000 compliant into Year 2000 compliant information when it provides such information to a Year 2000 compliant system elsewhere in the enterprise. I don't know what HDIE's competitors are doing in this regard, but it sounds like a good selling point to me. The financials, management, and shift in strategy all look good too. Gina