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Technology Stocks : Cognicase (COGI, T.COG) - Integrated IT Solutions -- Ignore unavailable to you. Want to Upgrade?

To: Josef Svejk who wrote (299)	5/1/1998 12:05:00 PM
From: P. Ramamoorthy	Respond to of 843

Josef, Sold it again. Won't blame you. I took big hits on PTUS and CMND. ALYD is disappointing as usual. A couple of months ago I realigned my portfolio. It is weighted more toward SYNT, IMRS, CBSL, COGIF, and CMND, mainly for their biz year 2000, cash positions, and profit margins - the fundamental approach. Reduced positions in ALYD, CRYSF, SEEC, SPNSF. ALYD now is the most speculative of all. FWIW. Check out Lucent Technologies - biz of the future. COGIF - the volume may be low today, it will build up. If there is an article in IBD or Motley fool or somewhere, it will get more attention. Ram

To: Josef Svejk who wrote (299)	5/1/1998 12:21:00 PM
From: Sally Gallagher	Read Replies (1) \| Respond to of 843

Josef, Yes, I'm disappointed on the action thus far today, too. I would think that such a positive CC would result in a more significant price increase. On the other hand, it is Friday, the week has been wild, to say the least, and there may be a warmer reaction to COGIF's earnings / prospects next week. I am willing to be patient with COGIF. IMHO, the erratic action of the Y2K sector may be what's holding COGIF back today. Wouldn't be surprised to see the good news take awhile to digest. In light of disappointing earnings elsewhere --not naming any names of course :-( can't even bear to think about CMND (oops! there I go!) -- we might expect some rotation into COGIF from other cos. Looking for an article in IBD (not an unreasonable expectation since it would allow them to highlight a "winner" they covered in New America last winter) and then a strong move to the mid-20s. Keep watching. Stay nimble. Good investing. Sally