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Technology Stocks : SEEC, Inc. (SEEC) -- Ignore unavailable to you. Want to Upgrade?

To: R. M. Rosenthal who wrote (271)	5/15/1998 10:50:00 PM
From: Maven1	Respond to of 1031

R.M.: I don't have a profit or survival answer for all the Y2K stocks you hold, nor can I predict timing or peak prices. But after talking to professionals with direct hands-on responsibilities for huge remediation programs in major institutions, I believe the solution providers that will prosper the most are those with a business model that stresses TESTING total systems line by line, and that CHARGES BY THE LINE OF CODE, AUTOMATICALLY. Think of the beauty of that business model! Of course, the support must be there, and the reliability of the package itself. The best way to verify both reliability and support is to obtain client names and talk to senior users. They may be wary about telling you anything negative, but when they are enthusiastic---man, you don't need to go much further. There's one other survival/prosper test I like to make: a linkup with a major hardware or software provider---like the SEEC/IBM linkup, or the IAIC/Computer Automation linkage. In my opinion, that has enormous credibility with literally thousands in the IBM or CA installed base, and can be the deciding factor in choosing a Y2K solution supplier from all the bewildering dozens of wannabee providers. (It also helps if the IBM or CA customer base includes companies that will be struggling with the Euro oonversion morass.) All of the above means doing some DDD---Due Diligence Digging. But keep thinking of that beautiful business model! Zeke