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

To: Risky Business who wrote (11206)	4/24/1998 10:49:00 PM
From: Risky Business	Read Replies (1) \| Respond to of 13949

BTW way folks, I just did some checking, UCMP is forcasted to make .10 this next (feb) quarter if they do, it will be a 400%! EPS increase, the stock currently has a PE of 27.5. Something to think about. regards, risky

To: Risky Business who wrote (11206)	4/24/1998 10:55:00 PM
From: John Carson	Read Replies (2) \| Respond to of 13949

Risky, Somebody asked Satish a question about operating margins and he said there was little difference between those of Y2K and other business. What do you mean by mmmmmm.....? Should there be more of a difference? Maybe as the year goes on IMRS will be able to increase their pricing on Y2K. Also, as the years progresses, one has to believe that people will get more and more desparate to have their Y2K problems resolved, allowing IMRS to increase their pricing and margins. Since he says he does not want to pursue Y2K business himself, maybe he will buy a small company to handle that last minute Y2K business. John Carson