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Technology Stocks : INFORMATION ANALYSIS (IAIC) - YEAR 2000 Date Remediation -- Ignore unavailable to you. Want to Upgrade?

To: Anton Wilson who wrote (1518)	4/23/1998 1:16:00 PM
From: ThirdEye	Read Replies (1) \| Respond to of 2011

Idle musings: Yes, the lack of buying is somewhat frustrating, but delay has been the case throughout the tool companies all along. If one were'nt invested in service companies for the past year, one might even think the y2k sector is simply dead. IA has also been somewhat behind the time frame we were led to believe in last Fall. The products are coming out, but slowly. I'm not so sure IA needs to get out and bang its drum. If the revenue is there, the buyers will find it. Last week I said something about needing to announce more contracts in order to meet revenue expectations. What happened that day was that my access to SI was so slow it took forever to write a message. Hence, I used shorthand that came out sounding very unclear and negative. I was trying to say that to those who are not really paying attention, it appears that though IA is making announcements, the revenue implied by these announcements is rather small compared to what would be necessary to show serious revenue growth. If an observer was not aware of the rest of the picture, these announcements would look paltry. What I have not seen any comments on is the fact that revenue booked this quarter already exceeds total revenue last quarter, and we're not out of April. Projections going as far back as last summer were that it would be Q298 before we'd be likely to see a hint of the dimensions of potential revenues for IA(or other tool companies, for that matter). It looks to me as though those projections were accurate. As the CA sales force has been trained, so the rate of quality leads has risen-and so it shall rise for months to go, I suspect. The investment community has always had a "show me" attitude about Y2K. It still prevails. What I do think IA needs to do in future PRs or filings, is indicate what % of non-Y2K follow-on business is occurring. IA can't be a Y2K company forever, and the time to build core non-Y2K business is now. Best to all.