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

To: Mr Logic who wrote (11559)	5/14/1998 11:40:00 AM
From: TEDennis	Read Replies (1) \| Respond to of 13949

Steve & Patrick ... repeat after me ... It sure is a pretty day. There. Feel better now? TED

To: Mr Logic who wrote (11559)	5/14/1998 2:42:00 PM
From: megazoo	Respond to of 13949

By now it should be quite clear why CBSL and SYNT and MAST are buys at this price (I won't say 'screming buy', because the moment i say it, these three will go down several points). IMRS has all the cash to pan out its post Y2K strategy. 1. IBM yesterday announced that it expects double-digit revenue growth, after a long, long time - only because of its service sector. 2. Your ERP point is well taken. But ERP consulting is even more profitable than Y2K. And CBSL announced a top-notch Andersen Consulting partner to be its VP of consulting for ERP services. BTW, they brought in a different VP for SAP services. And majority of ERP consulting will be worked out in India. So the profit margin is even higher. Then there is an even more lucrative are of supplychain mgmnt. etc., etc,. these stocks are undergoing a correction right now. i will let these stocks do the talking after 6 months. in the meantime, if you want to make a quick grand, buy XYBR.