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

To: John Carson who wrote (11208)	4/25/1998 12:25:00 AM
From: BM	Respond to of 13949

A new Canadian Y2K player (Informission Group) went public this week. This is the company providing CGI Group, IBM and CSC with remediation software and remediation centers. The company's business model is very, very similar to Cognicase. Both with excellent products, services, partners and surging revenues and earnings. Both are into Euro but differ mainly in their approaches for post-2000/Euro work. Whereas Cognicase is expanding into more traditional IT consulting and systems integration services, Informission seems headed towards further leveraging its re-engineering expertise including the creation of web objects technology to maximize reuse of legacy system components in developing Intranet applications. Further details on Informission are available at Subject 20508

To: John Carson who wrote (11208)	4/25/1998 3:13:00 PM
From: Risky Business	Read Replies (3) \| Respond to of 13949

John, I was under the assumption that Y2k contracts were higher margin, and thusly would be laying golden eggs. Since they are laying regular eggs what P/E ratio should this company have? If crunch time finally comes and our favorite y2k companies are able to finally charge higher prices do to demand it doesn't look like IMRS will be participant. Does anyone out there think were are going to see conversion prices per line of code move upwards in price? I remember figures of 1.50 to 3.00 flying around. I mean here we are 1/3 of the way into 1998.