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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 (11217)4/25/1998 11:23:00 PM
From: paul e thomas  Respond to of 13949
 
RISKY, IMRS already has 17% net margins. The surest way to not get long term business with a customer is to gouge them when they have no alternative.I ran several large businesses and consulted for an other dozen in my 30 years at Dupont.The price of IMRS will be driven far more by contract wins for non Y2K work than expanded margins brought about by short term pricing increases to further expand margins significantly.



To: Risky Business who wrote (11217)4/26/1998 1:32:00 AM
From: Kathy Riley  Read Replies (2) | Respond to of 13949
 
The other issue with IMRS is how much Year 2k work are they capable
of delivering on time? I think it is a capacity issue. They can only
do take on so much work and guarantee completion,and hopefully some
time for testing.

Kathy



To: Risky Business who wrote (11217)4/26/1998 2:45:00 AM
From: P. Ramamoorthy  Respond to of 13949
 
Re.: Conversion price
Any increase in prices should occur in the Fall of 1998, but definitely by Jan 1999. Just a guess. Ram