SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (9037)5/21/1998 9:31:00 AM
From: Mr Logic  Read Replies (1) | Respond to of 18691
 
Geimer says:
on a $12m run rate this year (calendar or fiscal, don't know)
looking to do $20m next year

tools do not fix code

post y2k: customers do not want to migrate old code now so are fixing it. post y2k
ACLY will carry on their old business of migration
CPQ/DEC is good for them



To: Pancho Villa who wrote (9037)5/21/1998 9:39:00 AM
From: Mr Logic  Respond to of 18691
 
Geimer's projections comment:
my previous guesstimate was overstated.
$12m this year and $20m next pretty much covers the y2k opportunity.
Let's give them 40% NET profit (what the hell) on the $32m... about $1.60/shr in earnings from y2k.

Doesn't look good.
Patrick.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News