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To: Dale Baker who wrote (767)	4/21/1998 2:22:00 PM
From: jgideon	Read Replies (1) \| Respond to of 118717

Dale - any thoughts on the Y2K stock IAIC? Since you called SYNT so well a month or so ago, I'll ask your opinion on IAIC. They just reported $0.01 in earnings versus an expectation of -0.06 (by Cruttenden- Roth). The difference is two things: (1) Have a strong relationship with Computer Associates where their software is a standard part of CA's Y2K solution. AND, CA is now referring business to IAIC (70% of recent contracts came through CA). (2) Have realized that a software only Y2K solution is not enough. Emphasis is now on their 'solutions factory' to handle outsourcing of the fixes. They also have a business model for after 2000 in translating legacy code into modern code. Are using their Y2K fix to gain status and trust for post-2000 business and seem bullish about the prospects. See the posts on the IAIC SI board. jg By the way, I've been quite busy on my job and not doing much investing. But I keep following this thread. Will try to post when I have something to say. Another side note -- did you see what MARG did over the last 24 hours? $3 to $28!! I started watching it at $5, but never got in. Tried to buy some at the end of the day yesterday at $8, but it seems I was too late. Gads, two minutes earlier could've gotten me 20 points! Seems I don't have the instincts to be a momentum player (or the cash).