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

To: Nanda who wrote (11242)	4/27/1998 1:37:00 PM
From: airborn	Read Replies (1) \| Respond to of 13949

Nanda: At least COGIF is holding its own today, if everyone is sick of Red and want to see Black, a stock that is actually up today check out CYBG!

To: Nanda who wrote (11242)	4/27/1998 3:13:00 PM
From: Ron Sirch	Read Replies (4) \| Respond to of 13949

Notes from SPG Expo in Orlando: (From the SEEC Board. Thought it might be of general interest here) Expo This was the third Expo I've attended and my first observation is that most people are now seriously concerned about the y2k problem. It is difficult, if not futile, to try to find someone who does not feel the problem is gigantic by any measurement you want to use. By and large these are the people closest to the problem. Not one of the 200 or so people that attended Wednesday's lunch plan to fly on December 31, 1999. Not one. (SEEC CEO Ravi Koka asked the question from the podium.) This is a change from the NY Expo of last year when I, along with many others, attended in order to sort out whether all this fuss was hype or reality. The number of vendors on the Expo floor are fewer now than earlier shows reflecting, I believe, the reality that many of the service providers are now pretty well booked up. Keane, IMRS, CBSL and MAST were among the missing. Computer Horizon's still has their large and beautifully done booth and I found much enthusiasm there for how things were going. If I'm right about the big guys being booked, it may well be that the time of the tool vendors is fast approaching, as many on the boards have postulated. SEEC should benefit on two fronts: software sales and business from their fifty or so factories. Ravi appeared very confident that SEEC is well-positioned. Attendance looked good to me. Especially notable, however, was the interest shown in the break-out groups. Three simultaneous sessions pretty much filled with fifty or so attendees in each. The luncheon attracted some 200 people. An important point I want to make is that the attendees seemed serious about learning. Very serious. This was in contrast to earlier sessions where I didn't observe the same interest. I guess it all follows. Time is getting short. SEEC's booth was manned with their usual array of good people along with a representative from Patni Computer Systems, a large India-based Company that partners with SEEC. They were also next door to Unisys, another partner. Very encouraging comments about SEEC from the Unisys folks. CEO Ravi Koka was there as required. SEEC-Sponsored Luncheon Notes Emphasis of Ravi's talk was on testing. Ravi feels very good about the fact that SEEC Tools handle all phases of y2k work and is exited about the newly upgraded testing tools. Over a billion LOC's have been assessed using SEEC tools and over 100 million LOC's have been remediated and are in testing. (Inferred lots more to come. Stated over 100 Fortune 1000 companies now using SEEC Tools.) Ravi stressed that y2k work requires extensive testing and re-testing and that companies should not wait to start their work on test beds and testing until finished with remediation. Overlap will be an absolute necessity for most companies. White papers on testing have been posted on the SEEC web site. And for us TAVA fans, Ravi said that embedded systems will ultimately be the biggest problem. Euro conversion is on the chart and will be very big. Legacy conversions will be another big market for SEEC. 45,000 sites world wide! Once again, I conclude that although you can't tell it by the stock price action, this is a great company with a tremendous future.