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

To: paul e thomas who wrote (11743)	5/25/1998 11:42:00 AM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

AQUISITIONS BY Y2K FIRMS Nearly all Y2K firms talk about aquistions as one route to post 2000 growth. I have looked at the cash expected to be in the hands of a number of companies at the end of 1999 and compared it with current revenues and market capitilization.I looked at IMRS,CBSl,SYNT,MAST,CHRZ,KEA and ACLY,TAVA,SEEC and MIFGY.Among the Service Companies IMRS has the best prospect for being able to finance growth without share dilution.IMRS will have 142 mm$ in cash at the end of 1999 and has 100 mm$ in revenues.AT the other extreme KEA will have 190 mm$ in cash versus 722 mm$ in revenue.There are a number of tool providers that will have plenty of cash . MIFGY will have 93mm$ in cash versus their 49mm$ sales. In considering the post 2000 prospects one should therefore try to combine the internal growth prospects with external aquisitions.while I can accused of pushing the stock of which I own the most IMRS still looks like the best bet to grow earnings over time.

To: paul e thomas who wrote (11743)	5/26/1998 8:28:00 PM
From: paul e thomas	Read Replies (3) \| Respond to of 13949

HUNKERING DOWN In concert with my belief that short term Y2K prospects are meagre I sold 4000 shares of TPRO leaving me with only 2000. I also sold my ACLY just recently purchased at a loss. I sold nearly 100 IMRS June and August 25 calls but bought back 50 November 25 calls. I believe the market will not recover for another 2 weeks.The market internal indicators show there are very few stocks now well above their 40 or 200 day moving averages and a rapidly increasing number now at least 1 standard deviation below the averages.Fortunately for me IMRS continues to be building a bas. Today was the best volume up day in over a month