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

To: Jeffrey S. Mitchell who wrote (11523)	5/13/1998 2:15:00 AM
From: Ashish	Respond to of 13949

Re: There's little room for opinion here. US law mandates sanctions. Sanctions on India will affect Indian companies. If Indian companies are affected it stands to reason so will the stocks for those companies. I agree with you. But I am sure US and India are going to work out a compromise. So that neither side loses face. Clinton has already given an option to India. According to him if India wants to avoid sanctions, they need to sign CTBT (comprehensive test ban treaty) now. I guess the drama will unfold in coming weeks. Ashish

To: Jeffrey S. Mitchell who wrote (11523)	5/13/1998 7:49:00 AM
From: Nanda	Respond to of 13949

Jeff, the India conducted two more tests!! Is Clinton going to double the sanctions or are they going to run concurrently....

To: Jeffrey S. Mitchell who wrote (11523)	5/13/1998 8:53:00 AM
From: BM	Respond to of 13949

Canadian Y2K stocks (at least the ones who are clearly profitable) are remaining pretty strong in spite of the recent weakness in the Y2K sector. These compnaies include traditional IT integrators CGI Group and LGS Group, for whom Y2K is but one aspect of their work, and the Y2K specialists Cognicase and Informission. Informission's growth in revenues and earnings (EPS 0.13 for YE Nov 97; EPS 0.09 for Q1 Feb 98) parallel those of Cognicase and they just IPOed on April 22. Informission is into euro conversion also and has several Y2K re-engineering partners and factories in Europe already. We can expect some news releases and analyst coverage shortly. The Informission thread is at exchange2000.com